China's Investment Potential: A Deep Dive with Jingshu Zhang

Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go! In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming a successful investor with a unique focus on Chinese assets. They discuss Zhang's experience navigating the Chinese market, the impact of geopolitical tensions, the advantages of holding Chinese state-owned enterprises (SOEs), and specific investment opportunities like Pinduoduo and Tencent. Jingshu offers insights into managing risk, the macroeconomic environment, and the regulatory landscape in China. Disclaimer: All content is for entertainment purposes only and not financial advice.    00:00 Introduction and Guest Background  01:15 Investment Opportunities in China  04:04 Challenges and Sentiments Towards Chinese Investments  08:15 Competitive Landscape and Market Dynamics  15:50 Case Study: TK Group and Industrial Sector Insights  22:55 Pinduoduo's Growth and Strategy  34:37 Exploring Global Investment Opportunities  35:19 US Market Insights and Mid Cap Focus  36:08 Tech Giants and Valuation Comparisons  36:13 Tencent: The Super App of China  43:32 State-Owned Enterprises and Investment Safety  53:20 Environmental Regulations and Investment Opportunities  56:59 Delisting Fears and Investment Strategies  01:04:09 Short Selling Challenges and Lessons Learned  01:07:49 Final Thoughts and Contact Information