Chinese Technology Stocks in the 2020s

by Matt - January 15, 2020January 15, 20200

Chinese stocks are hot. Technology stocks are hot. Chinese technology stocks are probably more hot. Large asset managers as well as retail investors in the US have jumped on the Chinese technology stock bandwagon. As per usual, Wall Street tends to simplify a phenomenon and turn it into something that is

Greater Good Utilitarian Principles in China and Investing Implications

by Matt - January 10, 2020January 10, 20200

The Chinese economy will continue to march on at 6% GDP growth per year – so by that logic, should it match or outperform the S&P 500 every year which represents the U.S. with 2% GDP growth (or global GDP growth)? Likewise, will the average Chinese stock move up in

Investment Banking Fast Casual Burger Rankings

by Matt - January 8, 2020January 8, 20200

Bill Gates and Warren Buffett are probably the most well known business titans alive. As confirmed by reddit AMAs and various other sources, they have one major common denominator. Their favorite food is the humble hamburger. Nothing represents American capitalism like a burger and fries. Elon Musk and Jeff Bezos are

Food delivery feeding friends and investors alike

Technology

by Bocconi Students PE Club - January 7, 2020January 8, 20200

By Francesco Biondo Initially posted on the BSPEC blog The gig economy, which comprises all the businesses offering “on-demand” and temporary jobs for people to carry out according to their availability, has taken off. The concept is both simple and exceptional: online platforms match individuals willing to offer their time and expertise

China Stocks Investing: New Cold War and Bond Defaults

by Matt - January 7, 2020January 7, 20200

In this post, we continue to discuss themes to understand before investing in Chinese stocks in the 2020s. Investing Amidst the U.S. China Cold War If the current trajectory continues (steady growth at 6% per year) while the Chinese economy continues to decouple from the U.S., there may end up being positive

Investing in China – Key Things to Note

China

by Matt - January 6, 2020January 6, 20200

Beginning of possibly a series on getting your feet wet in Chinese investing China, despite the well documented decline in GDP growth to 6%, is still the largest contributor to global growth. After all, 6% of $15 trillion US is like growing by more than one Australia every year. A couple of

Coffee Break with Alexander Dibelius, Managing Partner of CVC Capital Partners

Interview Series

by Bocconi Students PE Club - January 2, 2020January 6, 20200

By Tom Cordes Initially posted on the BSPEC blog I had the pleasure to interview Dr. Alexander Dibelius, managing partner of CVC Capital Partners. Dr. Dibelius holds a Ph.D. in medicine and practiced as a heart surgeon for several years. After that, he transitioned to McKinsey where he quickly rose to the

Interview with: Big 5 Commercial Banking New Grad – Interest Rates, Hours

by Karl - December 31, 2019December 31, 20190

Where do commercial bankers usually take clients? Personally, not a lot of knowledge about that – it’s almost always the account manager that does all the wining and dining. I am aware that it’s quite common to get valued clients in the box seats of a hockey game. The account manager

Interview with: Big 5 Commercial Banking New Grad – Getting In, Training & Orientation, The Role

by Karl - December 31, 2019December 31, 20190

How many commercial banking new grads are hired every year by the Canadian banks? In short, it varies. I know that CIBC and TD hire under 10 people per year. But on average, about 10 – 15 people per year. However, there is some occasional year-round/off-cycle hiring when someone quits/get promoted,

Hong Kong Protests and Investing Fallout

by Matt - December 31, 2019December 31, 20190

Happy New Year. Hong Kong as a Financial Capital Due to the disproportionate coverage of the current social disruption in Hong Kong being the tip of the iceberg for cooling U.S.-China relations, investors are curious about what this means in terms of China as an investable market. As well, our readers are