The Generational Buying Opportunity In Chinese Stocks | Jason Hsu скачать в хорошем качестве

The Generational Buying Opportunity In Chinese Stocks | Jason Hsu

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that the “brutal” bear market is close to over and makes the bull case for onshore Chinese stocks. Recorded on March 28, 2024. __ Jason Hsu on LinkedIn   / jasonchsu   About Rayliant https://rayliant.com/ Follow VanEck on Twitter   / vaneck_us   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   __ Timestamps: 00:00 Introduction 00:42 The "Brutal" Bear Market In Chinese Equities 13:00 In China, It's Not The Homebuyers Who Are Indebted... It's The Builders (aka Developers) 19:42 Spillovers Of China's Real Estate Correction 23:52 Impact of Real Estate Issues On China's Banking System 26:50 Beijing's Biggest Fixation: How To Avoid Japanese Real Estate Bust Of 1990s 34:10 Regulatory Scrutiny On Tech And Other Industries Has Been Reduced 38:21 VanEck Ad 39:03 5-10 Years From Now, People Will Look At Now AS Bottom In Chinese Equities 40:06 China's Ambition To Move Up The Value Chain 43:15 Just How Cheap Are Chinese Stocks? 44:10 Who Are The Investors In The Chinese Stock Market? 46:20 Immense Pessimism Has Gripped Chinese Stock Investors 47:28 What Causes Chinese Stocks To Go Up Or Down? 49:17 China's Role In Emerging Market Equity Portfolios 52:02 What Moves Emerging Market (EM) Stocks As A Category? 56:05 Latin American, Middle East, and Africa 57:34 The Role of Diversification and "Quantamental" Analysis 01:04:57 State-Owned Enterprises (SOEs) - What Do Investors Really Own? 01:08:40 Biggest Overweights. (Mexico) and Underweights (India) 01:11:12 Mechanics Of "The Beijing Put" __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.