CalSTRS CIO Ailman: Investing in China Presents 'Conundrum'

The transcript discusses the complexities and challenges of investing in China, highlighting the fund's exposure and the political and economic risks involved. It emphasizes the dual nature of China as both a friend and a foe, making investment decisions difficult. The impact of government decisions, such as the postponement of Ant's offering, is analyzed, illustrating the influence of China's one-party system on investments. The transcript concludes with the conundrum faced by investors in balancing exposure in a growth economy with significant political risks.

In what ways does the political environment in China affect investment decisions?

What are the implications of a one-party system on foreign investments in China?