Alice Wang: Why invest in China?

<p>Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major technology platforms and outlines the opportunity cost of holding stocks outside of China.</p><br><p>For further information please visit <a href="http://www.waverton.co.uk/" rel="noopener noreferrer" target="_blank">www.waverton.co.uk</a> or <a href="http://www.quaerocapital.com/" rel="noopener noreferrer" target="_blank">www.quaerocapital.com</a>.&nbsp;&nbsp;</p><br><p>LinkedIn:</p><p>Doug Barnett – <a href="https://www.linkedin.com/in/douglas-barnett-a475b820/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/douglas-barnett-a475b820/</a>&nbsp;</p><p>Alice Wang - <a href="https://www.linkedin.com/in/alice-wang-cfa-3898b818/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/alice-wang-cfa-3898b818/</a></p><br><p><em>This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.&nbsp;Authorised and Regulated by the Financial Conduct Authority.&nbsp;</em></p><br><p><em>The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.&nbsp;This podcast should be used as a guide only is based on our current views of markets and is subject to change.</em></p><br><p><em>The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment obj