Is China Uninvestable?
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 29 October 2022
⏱️ 20 minutes
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| 0:00.0 | Join the Wall Street Journal online October 12th for WSJ Pro Sustainable Business Forum |
| 0:05.8 | and take away practical advice on how to build a sustainability strategy that's right for your business. |
| 0:11.5 | From now until September 21st, you can save 25% on your ticket by registering at WSJ.com |
| 0:18.8 | slash Sustainable Business, no code required. That's WSJ.com slash Sustainable Business. |
| 0:25.9 | There's two pessimistic of an assumption as to the Chinese authorities' interest |
| 0:34.2 | in essentially blowing that up and wiping out global investors. |
| 0:41.3 | Hello and welcome to the Baron Streetwise podcast. I'm Jack Howe and the voice you just heard |
| 0:47.2 | is Jason Sue. He's a renowned market researcher turned to asset manager most recently in China. |
| 0:55.4 | US shares of Chinese companies were routed this past week. I laid out some bearish concerns |
| 1:02.5 | for Baron's readers. Jason has the bull case. We'll hear both in a moment. |
| 1:18.3 | Listening in is our audio producer Jackson. Welcome back Jackson. How was the wedding? |
| 1:25.9 | If she left you at the altar, you do not have to say anything here. I hope it wasn't for another |
| 1:30.8 | podcast producer. One of those audio big shots from the Wall Street Journal because I will let |
| 1:36.8 | them have it and my tone will not be public radio soothing. It'll be sports call in show. |
| 1:44.5 | She stayed at the altar the whole time. It was all okay. We had our family's dance. We had a |
| 1:50.2 | lovely wedding and then afterwards we went backpacking on the Olympic peninsula so it all worked out. |
| 1:57.2 | Well it's wonderful news and congratulations again. I never doubted the two of you for a moment. |
| 2:03.8 | Now then China started this past week with deep stock declines especially for companies that |
| 2:12.7 | trade in the US. The Chinese stocks following the motions 2008. This is the Nasdaq Golden Dragon |
| 2:20.2 | China index. This was the worst date it has ever had. Given all of the turbulence we've seen, |
| 2:26.4 | our Chinese stocks investible. Alibaba lost 12% on Monday. A video game in company called NetEase |
| 2:35.3 | fell 10%. By due the Chinese search giant dropped 13%. All of these companies are listed in the US |
... |
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