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Episode 31: What’s ahead for portfolios after China’s crackdown on tech?

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Manage episode 336708515 series 3378360
Indhold leveret af The Investment Intelligence Podcast and Allianz Global Investors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Investment Intelligence Podcast and Allianz Global Investors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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iconDel
 
Manage episode 336708515 series 3378360
Indhold leveret af The Investment Intelligence Podcast and Allianz Global Investors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Investment Intelligence Podcast and Allianz Global Investors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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