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Welcome to Industry Focus, a podcast that dives into a different sector of the stock market every day.

It is Friday, November 9th, and we're going to try to figure out what's got Chinese tech stocks down.

I'm your host, Dylan Lewis, and I'm joined on Skype by fool.com's Danny Vena.

Danny what's going on?

Oh it's another sunny day in San Diego and I'm still trying to recover from the

change in time. The change in time gets us all. I'm happy to have you back on the show. We talked about some of the companies we're going to be discussing today a couple months back. It only seems natural that I bring you back on to make that

conversation whole.

Happy to do it.

So the reason we're chatting is Danny the popular Chinese tech stocks have gotten absolutely hammered so far in 2018.

You look at some of the major companies and their year-to-date returns, Alibaba down 20%,

10 cent, down 30%, Baidu down 20%, 10 cent, down 30%,

Baidu down 20%.

These are names that a lot of fools follow,

and they are some of the big players in the Chinese tech space.

Meanwhile, the S&P 500 is around a 1 or 2 percent gain for the year. A huge delta there.

There's a lot to unpack. Why don't we talk a little bit about what's going on with the sell-off of Chinese stocks and what's leading to this

landscape that we've seen so far in 2018. Well, Dylan, there are a number of

things that are affecting Chinese equities.

Generally speaking, there's been a lot of fear

for a while now about the potential for a slowdown

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