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Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

  1. All Episodes
  2. Consumption vs. Investment: The Gigantic Task of Rebalancing the Chinese Economy and the Investment Implications

Consumption vs. Investment: The Gigantic Task of Rebalancing the Chinese Economy and the Investment Implications

May 23, 2012

In episode #156, Professor Patrick Chovanec discusses the economic and investment implications involved in rebalancing the Chinese economy. He touches upon the current economic climate in light of the 2008 financial crisis with regards to China's infrastructure, a trend toward urban migration, and general investment trends since the crisis.