Marc To Markets

China: Ghost Cities or Global Growth Leader

July 09, 2018 Season 3 Episode 4
Marc To Markets
China: Ghost Cities or Global Growth Leader
Chapters
Marc To Markets
China: Ghost Cities or Global Growth Leader
Jul 09, 2018 Season 3 Episode 4
Marc Penziner & Jim Murphy & Michael Mendel
On this episode we talk about China’s changing landscape, potential trade wars, and investment opportunity. Jim Murphy, Senior Portfolio Manager at Bernstein, explains the firm’s differentiated view of China and what our research is uncovering that might not be captured in today’s headlines. Then I’m are joined by Michael Mendel, CEO of Maytex, who has done business in China since the 1980s. He provides the business communities’ perspective on its evolution and what he sees for future of China. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product, or service sponsored by AllianceBernstein or its affiliates.
Show Notes
On this episode we talk about China’s changing landscape, potential trade wars, and investment opportunity. Jim Murphy, Senior Portfolio Manager at Bernstein, explains the firm’s differentiated view of China and what our research is uncovering that might not be captured in today’s headlines. Then I’m are joined by Michael Mendel, CEO of Maytex, who has done business in China since the 1980s. He provides the business communities’ perspective on its evolution and what he sees for future of China. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product, or service sponsored by AllianceBernstein or its affiliates.