This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brendan Ahern, chief investment officer at KraneShares, whose flagship fund is the $5B AUM KraneShares CSI China Internet ETF (KWEB).

Among the topics covered:

Why the fall of Afghanistan - no doubt a serious issue for the Middle East - doesn’t necessarily translate into China getting more aggressive with Taiwan

There’s plenty being lost in translation with respect to the regulatory news coming out of China, says Ahern. Much of what we’re seeing - while clunkily handled by Beijing - is no different than much of the regulatory issues faced by the likes of Facebook and Amazon on a regular basis in the U.S. or EU.

The result has been a large disconnect between fundamentals (still great) in Chinese Internet players like Alibaba (BABA), Tencent (TCEHY), JD.Com (JD), Meituan (MPNGF), and Pinduoduo (PDD), and the price action (not so great).


Links of interest:
Why Ray Dalio thinks worries about the China regulatory crackdown are overblown

Why George Soros is highly worried about China

KWEB’s top holdings

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