Money For the Rest of Us15 Syys 2021

Should You Stop Investing in China? - Evergrande, VIEs and other Chinese Risks

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

Beijing to break up Ant’s Alipay and force creation of separate loans app by Sun Yu and Ryan McMorrow—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.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(580)

How to Navigate the AI Debt Bubble

We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bus...

29 Heinä 26min

Is Inflation Manipulated? If So, What to Do About It

How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Cha...

15 Heinä 25min

A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There

David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a po...

24 Kesä 29min

Will You Be Forced to Own SpaceX and Other AI Stocks?

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in ...

10 Kesä 25min

Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. ...

27 Touko 25min

We Are All Wayfinders

Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze ...

13 Touko 23min

Five Practices That Have Shaped My Career

I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRe...

29 Huhti 27min

Invitation to Our Live Portfolio Review and Rebalancing Special Webinar

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalanc...

22 Huhti 3min