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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
Innhold levert av The Investment Intelligence Podcast and Allianz Global Investors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Investment Intelligence Podcast and Allianz Global Investors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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
Innhold levert av The Investment Intelligence Podcast and Allianz Global Investors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Investment Intelligence Podcast and Allianz Global Investors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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