Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world’s second largest economy as a classic stock picker’s market — presenting select opportunities for patient investors.
Kent Chan is an equity investment director with 27 years of experience. Before joining Capital Group in 2016, he spent over 20 years in Asia. He previously headed the Greater China equity research team at Barclays and helped lead global and Asian technology equity research at Citigroup. He holds a bachelor's from the University of California, Berkeley. (Investment directors do not manage assets.)
Winnie Kwan is an equity portfolio manager with 22 years of investment experience, 19 at Capital Group. She previously covered global exchanges, Asian utilities and small-cap companies as an investment analyst. Winnie holds master's and bachelor's degrees in economics from Cambridge. She is also a CFA charterholder.
Listen to it:
How do I listen?
Using the iTunes Podcasts app on your iPhone or iPad:
If you’re already reading this on your iPhone or iPad, simply click here to go directly to our podcast in the app.
If not, open the Podcasts app on your device and tap the magnifying glass in the bottom right corner to search for “Capital Ideas Investing Podcast.” A list of episodes will appear at the top, and the podcast itself will appear toward the bottom. Tap individual episodes to listen to each, or tap the larger Capital Ideas icon, then the “Subscribe” button to have new episodes download automatically.
Using the Stitcher podcasts app on your Android phone or tablet:
If you’re already reading this on your phone or tablet, simply click here to go straight to our podcast.
Otherwise, download the Stitcher app in the App marketplace if you haven’t already. Open the Stitcher app and use the magnifying glass to search for “Capital Ideas Investing Podcast.” The Capital Ideas icon will display, and you can tap individual episodes to listen to each, or tap on the plus button to add the podcast to your favorites and subscribe.
Using iTunes and Stitcher on a desktop or laptop:
If iTunes is not already installed, click this link, which it will take you to the iTunes download page to get the application. For Stitcher, click this link and create a new account or log into your existing account.
For both iTunes and Stitcher, click the magnifying glass to search for “Capital Ideas Investing Podcast.” For iTunes, click on the “Subscribe” button. With Stitcher, click on the Plus button to automatically receive future episodes when they’re released.
You can always find the latest episodes on our podcast page.
The Apple logo, iPhone, iPod touch, and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. Stitcher is owned by Midroll Media, a division of the E.W. Scripps Company.