Trading the Chinese tech industry
In this week’s episode Daniela Sabin Hathorn is joined by Brendan Ahern and Xiaolin Chen from Kraneshares to talk about the recent volatility in the Chinese tech industry. Brendan goes over the market fears about current regulation for Chinese tech companies which could lead to the de-listing of US listed Chinese ADRs in 2024, as well as possible sanctions in the near future. Xiaolin then explains the common structure regarding foreign ownership and exposure of Chinese stocks and how the impact of the Russia-Ukraine conflict is more limited than in other countries.