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Should You Stop Investing in China? - Evergrande, VIEs and other Chinese Risks
Manage episode 314737487 series 3234219
A regulatory crackdown and ideological campaign by the Chinese government has upended the Chinese stock market, which comprises close to 40% of emerging market indices. We evaluate what is going on and what investors should do.
Topics covered include:
- How has the Chinese stock market performed in 2021
- Why has Cathie Wood and Ark Invest dramatically cut their Chinese stock exposure
- What are examples of regulatory changes in China
- Why the stocks of Chinese online tutoring companies that trade on the New York Stock Exchange fell 90% this year
- What are variable interest entities (VIEs) and why they are a risky corporate structure for Chinese companies
- How a high private sector debt burden could lead to a banking crisis or contagion in China
- What are ways investors can invest in emerging markets while having a smaller allocation to China
Thanks to LinkedIn and Simplify ETFs for sponsoring the episode.
For more information on this episode click here.
Show Notes
Cathie Wood’s Ark cuts China positions ‘dramatically’ by Leo Lewis and Thomas Hale—Financial Times
China’s dodgy-debt double act—The Economist
China’s bid to stabilise its property market is causing jitters—The Economist
Related Episodes
218: Is China or the U.S. More Vulnerable?
249: Should You Invest in India?
328: Are You Underweight Chinese Stocks? Pros and Cons of Investing in China
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
489集单集
Manage episode 314737487 series 3234219
A regulatory crackdown and ideological campaign by the Chinese government has upended the Chinese stock market, which comprises close to 40% of emerging market indices. We evaluate what is going on and what investors should do.
Topics covered include:
- How has the Chinese stock market performed in 2021
- Why has Cathie Wood and Ark Invest dramatically cut their Chinese stock exposure
- What are examples of regulatory changes in China
- Why the stocks of Chinese online tutoring companies that trade on the New York Stock Exchange fell 90% this year
- What are variable interest entities (VIEs) and why they are a risky corporate structure for Chinese companies
- How a high private sector debt burden could lead to a banking crisis or contagion in China
- What are ways investors can invest in emerging markets while having a smaller allocation to China
Thanks to LinkedIn and Simplify ETFs for sponsoring the episode.
For more information on this episode click here.
Show Notes
Cathie Wood’s Ark cuts China positions ‘dramatically’ by Leo Lewis and Thomas Hale—Financial Times
China’s dodgy-debt double act—The Economist
China’s bid to stabilise its property market is causing jitters—The Economist
Related Episodes
218: Is China or the U.S. More Vulnerable?
249: Should You Invest in India?
328: Are You Underweight Chinese Stocks? Pros and Cons of Investing in China
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
489集单集
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