25 March 2024
Money and Me: What higher fences and larger yards mean for the investor looking to China
To what extent are China's concerted efforts to encourage foreign investment being checked by tensions with the US? Is China the undeniable leader in the sector dealing with the green transition goods; dealing with the likes of solar panels or EV car makers? Long-term or speculative play: what should different types of investors keep in mind when looking at China? Michelle Martin invites Jack Kouzi, Director of Strategy, VFS Group to weigh-in on the debates.

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Listen To His Previous Podcasts:

7 December 2022
Bigger Picture: Outlook on China
Jack Kouzi, Director, VFS Group discusses if investors can't decide what to be worried about, hawkish FED or an impending recession and his outlook on China's market.

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20 April 2022
Bigger Picture: Netflix shares plunge as subscribers drop
Jack Kouzi, Director, VFS Group discusses Netflix as their shares crater 25 percent after company reports it lost subscribers for the first time in more than 10 years.

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18 January 2022
Market View 18 Jan
On Market View, Claressa Monteiro picked the brains of China market expert, Jack Kouzi, Director of VFS Group as they talked about China's newly released GDP growth, its embattled property sector, tech stocks under regulatory crackdowns as well as investors' sentiment and market impact from the ongoing virus outbreaks and China's zero-Covid policy.

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5 October 2021
Money and Me: Investor outlook - What’s next for China?
Michelle Martin and Jack Kouzi, Founder and Director of Strategy at the VFS Group discuss Australian markets on the back of Australia's central bank decision, the implications of China banning cryptocurrency for retail and institutional investors, China's power crunch, the market for Uranium and Powell's take on inflationary pressures.


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23 September 2021
The Bigger Picture: Fed signals for tapering 'coming soon', more pencil in 2022 hikes
Jack Kouzi, Managing Director, VFS Group discusses what a potential tapering kick off in November will mean for markets, as well as whether he agrees with Fed Chair Jerome Powell who downplayed the potential contagion from China Evergrande.

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3 September 2021
Money and Me: China's CCP regulations and the implications for the investor in the tech space, gaming and liquor industry and Australia's second quarter GDP
Michelle Martin and Jack Kouzi, Founder and Director of the VFS Group discuss new regulations for Chinese tech, Kingdee International Software transitioning towards a service subscription model and the implications for the investor, what China's ban on online gaming means for certain stocks, NetEase, Chinese baijiu and white liquor sector and Australia's second quarter GDP and economic outlook.

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30 July 2021
Money and Me: MAS lifts dividend cap on Singapore banks and finance companies, Pfizer's COVID-19 vaccine, Facebook, Boeing, McDonalds, Spotify, Qualcomm, Rio Tinto, FOMC meeting and Chinese stocks
To what extent is the MAS lifting dividend caps on Singapore banks and finance companies in line with actions we’re seeing in other markets?
Do we expect the banks to start paying pre-pandemic level dividends now? What can we make of FOMC's decision to keep rates unchanged?
Michelle Martin and Jack Kouzi, Founder and Director of VFS Group go beyond the headlines and market buzz in this edition of Market View.

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29 June 2021
Money and Me: Chinese stocks, Tesla's setback and market sentiment after the FOMC
Shehzad Haque sitting in for Michelle Martin and Jack Kouzi, Founder and Director of VFS Group discuss Chinese stocks that could be winners, Tesla's setback in China and winners and losers after the FOMC meeting.

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10 May 2021
Money and Me: The hiring boom goes bust in the US, China stocks : Huarong, Meituan in focus
Michelle Martin and Jack Kouzi, Founder and Director of VFS Group discuss the market response to the weak April US jobs report, economic recovery in the US, if Huarong's asset management is too big to fail and Dogecoin as payment for SpaceX launching a satellite to the moon.

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14 April 2021
Money and Me: Coinbase's valuation, Bitcoin as a Chinese financial weapon, the digital yuan and the semiconductor chip shortage
Michelle Martin and Jack Kouzi, Founder and Director of VFS Group discuss Coinbase's valuation and their business model, Bitcoin as a Chinese financial weapon, the Chinese digital yuan and an ETF to invest in the chip shortage.

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10 March 2021
Money and Me: Reflationary plays and the long term view for technology stocks
Michelle Martin and Jack Kouzi, Founder and Director of Strategy VFS Group discuss inflationary fears, playing the reflationary trade, Tesla's secret Mega-Battery in Texas and government related entities supporting the market as with the case of China.

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8 February 2021
Gamestop lessons, AMC, Kuaishou prospects and competitors and China tech stocks
Michelle Martin and Jack Kouzi, Founder and Director of Strategy VFS Group discuss lessons that investors can pickup from GameStop, AMC's short squeeze, investigation into Keith Gill, youtuber focused on GameStop and Kuaishou's prospects.

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22 January 2021
Bigger Picture: Does a Biden presidency change the relationship between China and the USA?
IG Senior Market Strategist, Pan Jingyi speaks to Jack Kouzi, Director, VFS Group who gives his analysis on what the Biden administration means for US-China relations, whether the crackdown on China will continue and some of the biggest investment opportunities and risks in 2021.

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4 December 2020
Bigger Picture: US labels 4 more Chinese companies as miltary-controlled
Jack Kouzi, Director, Strategy, VFS Group explains why markets will generally ignoring jobs data for now, and the near term headwinds faced by Chinese technology companies, especially with the likes of CNOOC and SMIC being added to a blacklist of companies allegedly with China military links.

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16 November 2020
Money and Me: Market halt in Australia, Goldman's theory of Asian currencies appreciating, sectors to watch with the Pfizer vaccine and the role of algorithmic trading for stock markets
Michelle Martin speaks to Jack Kouzi, Founder and Director of Strategy VFS Group to discuss the trading halt on the ASX, ANT Group's suspended IPO, Goldman Sachs' theory that the US elections will likely result in a divided government and that could lead Asian currencies to appreciate against the greenback, sectors to watch for with the Pfizer's vaccine on the horizon and the role of algorithmic trading for the stock market.

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12 October 2020
Money and Me: Does Bitcoin have a ubiquitous future? Is Cash Safe? Will the energy sector rebound? What will the US Presidential election bring to markets?
Michelle Martin speaks to Jack Kouzi, Director of Strategy, VFS Group to Bitcoin's future and crypto currencies, Investor Ray Dalio's theory that cash is not safe, the US markets reactions to volatility weeks ahead of the reaction and the potential of the energy sector.

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28 August 2020
Money and Me: Market reaction to Fed policy changes, a Tech ETF race, EV stocks and Silvery
Michelle Martin speaks to Jack Kouzi, Director of Strategy, VFS Group, discusses takeaways for investors from Fed Chair Jerome Powell’s speech, how to parse through the many China tech focused ETF’s for value, as well as where silver could be heading.

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7 August 2020
Money and Me : Big Tech news and trends on investor radars
Michelle Martin and Jack Kouzi, Director of Strategy at the VFS Group discuss the continuing the Tiktok Microsoft and Trump saga, COVID-19 cases in Australia and the impacts on markets and investors, live streaming platforms, Disney's earnings and future, Nintendo and Gold and Silver's rise and what it means about the economic climate.

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3 June 2020
Money and Me: US markets on the upturn, Zoom earnings, Oil, the double edge sword of negative interest rates
US markets gain amidst nationwide protests in the US, Zoom's soaring earnings,  Oil prices steadying and the debate on negative interest rates as the Reserve Bank of Australia holds rates at 0.25%. Michelle Martin speaks to Jack Kouzi, Director of Strategy at the VFS Group to discuss.

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28 April 2020
Money and Me: Tech stocks and the tech war, reopened economies and investors
This year, China is set to release an ambitious 15-year blueprint called ‘China Standards 2035’ that will lay out its plans to set the global standards for the next-generation of technologies. Meanwhile, globally some economies are reopening this week. What do these developments mean for nations, companies and investors? Michelle Martin speaks with Jack Kouzi, Founder and Director of Strategy VFS Group to discuss China’s tech standards 2035 expected later this year, stocks to watch and the implications of the opening of the many economies after months of lockdown.

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8 April 2020
Money and Me : Australian and Japanese equities, Asian aviation and US dollars
Michelle Martin speaks with Jack Kouzi, Founder and Director of Strategy VFS Group to discuss the sweet spots in the economy, traditional safe haven assets and safe bets in the market.

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1 April 2020
Bigger Picture: Q2 market outlook & opportunities
Jack Kouzi, director, VFS Group, shares how he has been positioning his investments as markets plunged over 20% in the first quarter.

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