Looking Beyond the China Macro Story
Featuring Pierre Hoebrechts
Published on: March 16th, 2017 • Duration: 65 minutes • Asset Class: Bonds/Rates/Credit, Commodities, Equities • Topic: China, Hedge fund, Emerging marketsPierre Hoebrechts has been running Asia dedicated funds from Hong Kong since 2011 and his local perspective on China, as a fund of fund manager with Arowana Asset Management, is exceptionally insightful. Highlighting the tremendous dispersion in the market, which can’t be viewed from a macro standpoint, Pierre sees a favorable risk adjusted return profile and is positioned aggressively, highlighting the Chinese government’s impressive track record restructuring its industries. Filmed on March 3, 2017 in Hong Kong.