Jeff Shen on Asian Markets: Sohn San Francisco Conference 2018 ~ market folly

Wednesday, October 31, 2018

Jeff Shen on Asian Markets: Sohn San Francisco Conference 2018

We're posting up notes from the Sohn San Francisco 2018 investment conference.  Next up is Jeff Shen of BlackRock who talked about the Asian market.


Jeff Shen's Sohn San Francisco Presentation: Asian Market

Co-CIO, Systematic Active Equity at BlackRock.  Talked about China capital markets more generally.  China is second largest equity market in the world (after US).  It is very liquid but a lot more retail investors versus more developed equity markets.  ~85% of trading volume comes from retail investors.

China equity markets are opening up to a broader investor base given MSCI decision to include Chinese companies.

Uses machine learning and big data to generate conclusions about the Asian market.  Big data + big market = big alpha.


Be sure to check out the rest of the Sohn San Francisco 2018 presentations.


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