MOTION: This House believes China is today’s most compelling contrarian investment opportunity.
Is China today’s most compelling contrarian investment opportunity – or still a value trap in elegant packaging? In the second episode of The Nanson Debate, we take on one of the market’s most divisive questions. Expect sharp arguments, playful sparring, and strong opinions on sentiment, geopolitics, policy and long-term potential. Views are shared in a personal capacity, and in the spirit of spirited disagreement.
Speakers:
Pietro Ventani
Macro Advisor and Editor of Swerve Insights
Rob Campbell
Adviser and Investment Manager – Hakluyt, ex-Hastings Fund Management Asia, ex-McKinsey China.
Hosted by:
Philippe Rose
Diplomacy & Strategy, Podcast Host
