Bob Guterma's guest appearances

Bob Guterma

Sinica Podcast

Southbank Investment Research Podcast

OwlTail

This week on the Sinica Podcast, Kaiser is joined by The China Project's CEO Bob Guterma, who just so happens to have served at Chief Compliance Officer (and later Managing Director for Europe and the U.S.) for the expert network Capvision. Capvision, as listeners may well be aware, was the Shanghai-based company whose offices in China were raided by Chinese law enforcement, resulting in the detention of two experts for allegedly passing on military secrets to foreign companies. Does this signal a major crackdown on consultancies? And what are the implications for foreign businesses in China? Bob shares his insights — and things are more complicated than you might think.03:39 – Background information on Capvision10:29 – The national security concerns in the Capvision case.12:27 – Is there a connection between the case of Capvision with the previous cases of Bain and Mintz?20:13 – Is there changing optics for Western companies doing business in China?22:13 – The possible connection between the Capvision case and the Espionage Law32:22 – The context of bigger changes in the past three years in China in light of achieving government goals.34:34 – The inner workings of a compliance officer in expert networks36:44 – Media outlets’ misconceptions and a lack of diligent research regarding the Capvision case A complete transcript of this podcast is available at TheChinaProject.com.Recommendations:Bob:  Energy and Civilization: A History by Vaclav SmilKaiser: Mr. Bungle’s debut album Mr. BungleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on the Sinica Podcast, Kaiser is joined by The China Project's CEO Bob Guterma, who just so happens to have served at Chief Compliance Officer (and later Managing Director for Europe and the U.S.) for the expert network Capvision. Capvision, as listeners may well be aware, was the Shanghai-based company whose offices in China were raided by Chinese law enforcement, resulting in the detention of two experts for allegedly passing on military secrets to foreign companies. Does this signal a major crackdown on consultancies? And what are the implications for foreign businesses in China? Bob shares his insights — and things are more complicated than you might think.03:39 – Background information on Capvision10:29 – The national security concerns in the Capvision case.12:27 – Is there a connection between the case of Capvision with the previous cases of Bain and Mintz?20:13 – Is there changing optics for Western companies doing business in China?22:13 – The possible connection between the Capvision case and the Espionage Law32:22 – The context of bigger changes in the past three years in China in light of achieving government goals.34:34 – The inner workings of a compliance officer in expert networks36:44 – Media outlets’ misconceptions and a lack of diligent research regarding the Capvision case <a href="https://thechinaproject.com/2023/03/18/does-the-capvision-raid-signal-a-crackdown-on-consultancies-in-china-the-china-projects-ceo-bob-guterma-formerly-of-capvision-weighs-in/" rel="noopener noreferrer nofollow" target="_blank">A complete transcript of this podcast is available at TheChinaProject.com</a>.Recommendations:Bob: <a href="https://www.amazon.com/Energy-Civilization-History-MIT-Press/dp/0262536161/ref=sr_1_1?crid=1A84T9J6Q144X&amp;keywords=Energy+and+Civilization:+A+History&amp;qid=1684258440&amp;sprefix=,aps,155&amp;sr=8-1" rel="noopener noreferrer nofollow" target="_blank"> Energy and Civilization: A History</a> by Vaclav SmilKaiser: Mr. Bungle’s debut album<a href="https://open.spotify.com/album/5TzQq2irJPHeHNnh11atPw?si=jKWKIBmTTxyJHPaESFRQ4g" rel="noopener noreferrer nofollow" target="_blank"> Mr. Bungle</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

Does the Capvision raid signal a crackdown on consultancies in China? The China Project's CEO Bob Guterma, formerly of Capvision, weighs in

Will China invade Taiwan? Will it try to punish the United States directly – or just punish Taiwan – for Nancy Pelosi’s visit? James unpacks this thorny topic on a special edition of The Early Advantage!

How will China retaliate for Pelosi’s visit? With Bob Guterma | The Early Advantage ep 6

Was James too harsh on ESG in the last episode? Or does ESG investing need to change? James revisits his opinion from the last show, aided by green energy expert James Allen.And will China grow to dominate the world economy? Does it matter? Our feature interview with SupChina COO Bob Guterma – who has lived in China for nine years – has answers. Heard that underinvestment in refining capacity may be sowing the seeds for a commodity supercycle? You’ll appreciate that Brian Christopher is back with a Bloomberg screen – this time showing four refining stocks for his watchlist.

Was James too harsh on ESG in the last episode? Or does ESG investing need to change? James revisits his opinion from the last show, aided by green energy expert James Allen.And will China grow to dominate the world economy? Does it matter? Our feature interview with SupChina COO Bob Guterma – who has lived in China for nine years – has answers. Heard that underinvestment in refining capacity may be sowing the seeds for a commodity supercycle? You’ll appreciate that Brian Christopher is back with a Bloomberg screen – this time showing four refining stocks for his watchlist.