China: What is Common Prosperity and What Does it Mean for Investors?
Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch, Time Sledge, CFA, Director, Portfolio Manager and Research Analyst, TD Epoch
China, and more specifically, its Common Prosperity initiative have clearly been in the headlines of late but, what is not clear is how the initiative will impact investors. Will it lead to real policy moves and implications for Chinese companies, or is it just a catchy political slogan? Global Investment Strategist Kevin Hebner joins the podcast to discuss the macro backdrop of Common Prosperity and Emerging Markets Portfolio Manager Tim Sledge explores the potential implications for Chinese companies. (December 13, 2021)
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