V Questions with Joyce Poon

Published on
September 10th, 2014
Duration
11 minutes

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21

V Questions with Joyce Poon

V Questions ·
Featuring Joyce Poon

Published on: September 10th, 2014 • Duration: 11 minutes

Asia Research Director for GaveKal Dragonomics, Joyce Poon, answers Real Vision's V Questions.

Comments

  • TP
    Ting P.
    19 October 2015 @ 14:14
    0 0
    My take-away: Asia equity markets are mostly driven by momentum vis-a-vis developed market equity markets due to the lack of value-based investment funds.
  • MG
    Malcolm G.
    6 October 2014 @ 15:35
    0 0
    I too disagree with China being the best 10 year investment. I would go with SS Africa followed by India, then maybe China
  • MG
    Malcolm G.
    6 October 2014 @ 15:34
    1 0
    Joyce has a very idea of where the world stands. I love her answers to the biggest lesson she has learned and also to the biggest risk.
  • TJ
    Tay J.
    25 September 2014 @ 16:45
    3 0
    It is refreshing to hear someone actually pause and think before speaking. How rare is that?!
  • GC
    Gary C.
    20 September 2014 @ 15:04
    5 0
    Her description of the asian angst as they watch tidal currency flows disrupt personal and regional asset valuations was powerful.
  • WW
    Worth W. | Contributor
    17 September 2014 @ 06:22
    2 0
    Joyce is absolutely brilliant. Intimately understands the carry trade & global business cycle. Spot on about Japan, but we disagree on China
  • SR
    Sam R.
    16 September 2014 @ 10:30
    0 2
    Hard time understanding her due to the way she speeds up in the middle of her sentences. Not sure what can be done. Better microphone?

Chapters

  1. 00:00:30
    Best Opportunity
  2. 00:01:25
    10 Year Investment
  3. 00:03:30
    Next Recession and Impact
  4. 00:05:20
    Underappreciated Risk
  5. 00:07:50
    Best Lesson