We're posting up notes from the Sohn San Francisco 2018 investment conference. Next up is Jeff Shen of BlackRock who talked about the Asian market.
Jeff Shen's Sohn San Francisco Presentation: Asian Market
Co-CIO, Systematic Active Equity at BlackRock. Talked about China capital markets more generally. China is second largest equity market in the world (after US). It is very liquid but a lot more retail investors versus more developed equity markets. ~85% of trading volume comes from retail investors.
China equity markets are opening up to a broader investor base given MSCI decision to include Chinese companies.
Uses machine learning and big data to generate conclusions about the Asian market. Big data + big market = big alpha.
Be sure to check out the rest of the Sohn San Francisco 2018 presentations.
Wednesday, October 31, 2018
Jeff Shen on Asian Markets: Sohn San Francisco Conference 2018
blog comments powered by Disqus
