Stephan Zhou, COO & CFO of Mingshi Investment Management, brings his expertise to bear on western concerns with and approaches to China investment.

1:22 - What quality means in China.

3:52 -In China, factors are features.

8:16 - Staying ahead with AI.

12:16 - How Mingshi deals with regulatory risk.

12:16 - How swift is a swift crackdown? How China exposure can actually reduce volatility and enhance return.

21:13 - The MSCI dislocation.

24:15 - A quant specialist keeps the macro fundamentals simple, and reveals the government's true plan for China.

In this episode, Ernie & Tirith co-founder Jimmie Jeremejev talk to Yifan He, CEO of Red Date Tech and Executive Director of the BSN. Yifan explains the overall mission of the BSN, how it's meant to facilitate easy and secure blockchain applications for businesses globally, the aspects of its being state-owned, and possible use cases. Key takeaway: it is still early days for the BSN, and its tech architecture team, Red Date. They are emphasizing a strong foundation, ease of use, and resilience over quick growth and market penetration.

Useful Links:

The BlockChain-Based Service Network (BSN)

Red Date Technology's Linked In Page

Yifan He's Linkedin Profile

Veteran China fund manager Qi Wang returns to weigh the effects of the Ukraine crisis on China's capital markets, and larger economy. In the short term, more uncertainty and volatility. But what about the all-important mid to long term? As usual, Qi Wang's balanced and data-rich perspective makes for a thought-provoking take you won't find from less China-seasoned, on-the-ground investment professionals.