China Money Podcast – Audio Episodes

In this episode of China Money Podcast, guest Paul Gillis, professor of accounting at the Guanghua School of Management, Peking University, discusses: - What is the impact of the new expat social insurance tax to companies and expatriate workers in China? - What can the U.S. and Chinese securities regulators do to improve the auditing process of U.S.-listed Chinese companies? - Will the PCAOB (Public Company Accounting Oversight Board) really withdraw registration of all auditing firms in China? About Paul Gillis: Paul Gillis is a professor of accounting at the Guanghua School of Management, Peking University in Beijing, China. Prof. Gillis is also an independent director and chairman of the audit committee of Pansoft, a NASDAQ listed Chinese software company.

In this episode of China Money Podcast, our host Nina Xiang reviews the most important investment news this week: - China's October PMI climbs and market sentiment improves - BlackRock predicts that the Chinese economy will stagnant at 7-8% annual growth in the next few years - Two Chinese officials jailed for leaking secret economic data to professionals in the securities industry - China's central banker, Zhou Xiaochuan, argues that the Chinese economy is already rebalancing - Bernstein analyst is sanguine on China's shadow banking sector

In this episode of China Money Podcast, hear special speaker Dr. Murtaza Syed, International Monetary Fund (IMF)'s deputy chief representative in China, the deputy chief representative of the International Monetary Fund in China, talk about the following topics: - Economic outlook for China and the global economy - The causes of China's property market bubble - How should China respond if there is another global crisis - Is China's informal financial market, or the so-called shadow banking sector, a threat to China's economy? - How should the Chinese government reform RMB's exchange rate? About Murtaza Syed: Murtaza Syed is IMF's deputy chief representative in China. With a Ph.D. in Economics from Oxford University, he worked as Research Economist at the Institute for Fiscal Studies in London, Senior Policy Analyst at Human Development Center in Islamabad, and taught at Oxford before joining IMF.

In this episode of China Money Podcast, our host Nina Xiang review a unique phenomenon in China's asset management industry, sunshine private equity funds: - What is sunshine private equity? - Why does it exist, and how is it different from other PE funds? - What is happening to China's sunshine private equity funds right now, and what lies ahead?

In this episode of China Money Podcast, guest Malcolm Riddell, president of China-focused investment banking firm RiddellTseng Partners, discusses: - What are the economic ramifications of China's "Red Revival" phenomenon? - What is the future direction of the "Red Revival", and what does it mean for foreign investors? - What changes will take place in China's outbound investment within the 12th five-year plan? - How should U.S. municipalities protect themselves from Chinese investments? About Malcolm Riddell: Malcolm Riddell is president of China-focused investment banking firm RiddellTseng Partners and editor of online portal China Debate. Mr. Riddell is an associate-in-research at Harvard University's Fairbank Center for Chinese Studies, senior visiting fellow at Peking University Law School, and a member at Council on Foreign Relations.

In this episode of China Money Podcast, guest Tannuj Khosla, research analyst at Singapore-based 3 Degrees Asset Management, discusses: - Malaysian government investment arm Khazanah National postpones RMB500 million dim sum bond deal: should investors be concerned? - How large can the dim sum bond market grow to in the next 12 months? - Where attractive distressed debt investment opportunities are in Asia? - Will China's large income disparity lead to total social chaos? About Tanuj Khosla: Tanuj Khosla is a research analyst at Singapore-based 3 Degrees Asset Management. A graduate from Nanyang Technological University, he currently focuses his research on investment opportunities in the Asian fixed income space.

In this episode of China Money Podcast, guest Mark Williams, chief China economist at Capital Economics, discusses: - China's August inflation declines to 6.2%: Will it continue to fall? China's Central Bank is unlikely to tighten policy, but will it consider loosening? - Will China fall into the so-called Middle Income Trap? - Bad economic news from Europe and the U.S.: How much will China suffer from a global slowdown? - Can China save the world again if there is a double-dip recession? About Mark Williams: Mark Williams is chief China economist at Capital Economics, a UK-based independent macroeconomic consultancy. Williams previously worked at the UK Treasury, responsible for economic analysis of Asia. He has degrees in Chinese and economics from the universities of Edinburgh and Oxford respectively.

In this episode of China Money Podcast, our host Nina Xiang reviews the most important investment news this week: - China's August PMI recovers from July, pointing to an economic soft landing - RMB1.63 trillion trade settled in the Chinese currency until July: faster growth ahead with projections of $2 trillion trade settled in RMB by 2015 - Slow progress is witnessed a year after China allows insurance companies to allocate 5 percent of their assets to private equity investment - Several IPOs to test Hong Kong's investors' appetite for new shares: Sany Heavy Industry and Citic Securities to list in October

In this episode of China Money Podcast, guest Roger Gordon, professor of economics at the University of California San Diego, discusses: - How taxes influence economic development in emerging markets: How do China and India compare with each other? - The division of tax revenues between local government and the central government: What should China do to make its taxes more efficiently divided between the two layers of governments? - Revenue from local governments' land sale is declining: What other sources of revenue can fill the hole? - RMB's internationalization: Can the Chinese Yuan become a reserve currency, and how long will it take? About Roger Gordon: Roger Gordon is professor of economics at the University of California San Diego and visiting professor of economics at Cheung Kong Graduate School of Business. He has done extensive research on taxes in developing countries and economies in transition. He attended Harvard College and received a Ph.D. in economics from MIT.

In this episode of China Money Podcast, guest Fredrik Oqvist discusses: - Tudou.com is finally listed on NASDAQ: Shares down 9% during its first day of trading, will it go lower? - China’s national television station CCTV's mysterious attack on search engine giant Baidu.com: Is Baidu's revenue model at risk? - Both QDII and QFII performed less than stellar since its establishment: Is the market the only excuse? - Full pipeline for Hong Kong's IPO market: Can you count on an IPO market recovery? About Fredrik Öqvist: Fredrik Öqvist is a Beijing-based analyst and consultant focusing on IPO, private equity and venture capital. He previously worked at the Swedish Trade Council in Beijing and served as a consultant to a number of international and Chinese tech companies in their early development stages. He also authors China Finance Blog.

In this episode of China Money Podcast, guest and Chinese law blogger Stan Abrams discusses: - What is VIE and why do investors use them in China? - Alibaba Group's transfer of key asset without consent of shareholders including Yahoo: Is this a wake-up call for investors? - What should investor do post the Alibaba-Yahoo dispute: Can risks be managed? - Tudou Holdings' pre-IPO nightmare: What lessons should investor learn? - Finally, is there a way to get around VIE? About Stan Abrams: Stan Abrams is a Beijing-based lawyer with focuses on technology, intellectual property and Internet-related law issues. Mr. Abrams has extensive experience in foreign direct investment in China, having worked here for over 12 years. He also teaches law at Beijing’s Central University of Finance and Economics. He authors blog China Hearsay.