In this episode of Baiguan Radio, I speak again with Mr. João Philippe de Orléans e Bragança, a Brazilian macro hedge fund manager with long experience living and working in China, about how China is actually perceived on the ground in Brazil and across South America.
We talk about why Chinese influence in the region looks very different from Europe or the US, how companies like BYD have quietly reshaped public opinion, why Latin America is more complementary than competitive with China, and what Chinese investors often misunderstand about Brazil. This is a conversation about perception versus reality, geopolitics versus everyday economics, and why Latin America is becoming an increasingly important part of China’s global story.
João is a macro investor and a portfolio manager at Absolute Investments, Brazil’s largest hedge fund with $11bln in AUM. João lives in São Paulo, but has lived for many years in Asia, mostly in Singapore, but also in Shanghai, which he claims to be his favourite city. (Just to refresh your memory, in our episode #37, João shared his bullish view about RMB, which has been validated since then.)
We are thrilled for Baiguan Radio to become a forum for all of you to exchange and debate your insights. So please find us whenever you have something to say.
Table of Contents
03:40 | How Brazilians see China today
07:45 | BYD and China’s “Best Ambassador”
11:20 | Fear of economic invasion
13:15 | Why Brazil is attracting Chinese capital
16:10 | Chinese companies in Brazil: reality vs narrative
20:00 | Latin America and US–China rivalry
25:00 | Services, technology, and the next phase
26:55 | The biggest misconception about Latin America
28:30 | Branding China abroad
29:50 | The appeal of China’s education sector
