Episode 31: What’s ahead for portfolios after China’s crackdown on tech?
MP3•Episode home
Manage episode 336708515 series 3378360
Content provided by The Investment Intelligence Podcast and Allianz Global Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Investment Intelligence Podcast and Allianz Global Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Listen to Senior Product Specialist Christian McCormick discuss the impact on portfolios of China’s recent crackdown on technology companies listed as ADRs in the US, and what investors should consider doing with their China allocation going forward. Also: Christian reviews the Hong Kong market a year after China’s extension of its national security law in the territory, and analyzes China’s domestic equity market, which has shown relative resilience when compared to the Hong Kong and ADR markets.
…
continue reading
46 episodes