China is increasingly under the magnifying glass for its role in spreading misinformation about COVID-19 - or at the very least failing to properly warn the global community in advance. With COVID-19 continuing to wreak havoc on the global economy, an increasing number of voices in the investment community are questioning their allocations to Chinese equities. Perhaps chief among them is Life + Liberty Indexes founder and 2019 ETF.com award winner for Best New International/Global Equity ETF (FRDM), Perth Tolle. Perth rejoins Let's Talk ETFs to make the case for why countries that lack a commitment to basic human rights and civil liberties don't belong in ethically constructed portfolios.
Show Notes:

4:00 - The growing bi-partisan consensus on China

5:00 - Issues with Zoom (ZM) blocking Chinese dissidents: Ideas for a future index?

7:30 - Methodology of indexing freedom: Who is in, who is out

10:45 - FRDM's top holdings, method of selection, approach to weightings

13:15 - How many actually died from COVID-19 in Wuhan?

20:00 - Was China hiding information about the early stages of the outbreak?

26:00 - How much misinformation is being put out by the Chinese government and how much do the Chinese people believe it?

35:00 - The case of Luckin Coffee (LK): How much of a concern is corporate fraud with Chinese companies?

47:30 - The best of the Freedom 100: Polish gaming company (OTGLF)


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