Max Hu shared his assessment of the macro and political backdrop for value investing in China at Asian Investing Summit 2017. He also shared an in-depth investment thesis on Ctrip.com (China: CTRP).
According to Max, “The Chinese government controls the Chinese economy, and the Chinese economy impacts more than 60% of the Asian economy today. It is dangerous if you do not take Chinese politics into consideration when you make Asia-related investments, especially China-related investments.”
About the instructor:
Max serves as portfolio manager at Tyee Capital Group, a leading asset management platform with offices across Hong Kong, Beijing, Shanghai, and Shenzhen. Previously, Max was the founder and portfolio manager of Tempus Capital Limited, a Hong Kong based investment firm. Max’s investment approach is contrarian, value-driven and focused. His investments have been focused on easy to understand, wide-moat businesses with solid long-term growth prospects. He has worked at Deutsche Asset Management and is a CFA Charterholder. Max graduated from Tsinghua University in China, with a degree in physics and mathematics. He has done PhD research in Financial Economics at ETH Zurich and holds a Masters’ degree from University Heidelberg.
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