Bear in a China Shop

Brandon Snow's picture

This week, we chat with Danesh Rohinton, our global financials analyst. As Steve mentioned in his March 30 blog (“Around the world in search of the best companies”), a number of Cambridge team members have been travelling the world recently. As the title of Steve’s blog indicates, many team members were on due diligence trips, meeting management teams and doing site visits in search of solid companies and evaluating the risk/reward opportunity sets they present. In Dan’s case, his trip focused on evaluating the risks posed by the Chinese economy. As we have been speaking about this theme for some time now, we wanted to share some of the key takeaways from Dan’s trip with you.


Submitted by Sheldon on

Thanks Brandon, hope all is well. I found that the team has been pretty active in the Chinese market in terms of research coverage. Just out of my personal curiosity, can you maybe shed some light on Cambridge's strategic planning in this market? There has been lots of discussions about the potential for MSCI to include the Chinese A-share market as part of its EM benchmark. I certainly understand that the team's process is benchmark agnostic, so that certainly is not the reason behind the coverage. Does the team have any plan to launch an EM strategy? Anyway, I am looking forward to hearing your thoughts.Thanks

Submitted by Lesley Evans on

Excellent presentation. Dan's voice was very clear and easy to hear on a presentation basis plus his commentary was most interesting.
Cheers and thanks

Submitted by Lambo on

I want to thank you both for the video blog update. It's great to hear you guys are actually getting over there and digging in the 'trenches'! Keep up the good work!

Submitted by Anonymous on

Thanks Dale. It is the only way we can gain the confidence needed to invest our clients' money and will always be core to our process.


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