Dr Wealth on Investing

China stock market crash - Will these China investors have to reset their portfolios?


Listen Later

Happy to invite two guest speakers, Brian Halim from forever financial freedom & Alex Yeo from thebearprowl to talk about the recent China Stock Market Crash. Listen to their views and outlook in the China Market. 


0:00 : Introduction 0:39 : What makes you go into the Chinese Market? 3:05 : How do you see all these regulatory risks in China? 4:05 : Why are investors so spoke out by recent regulatory? 8:05 : What do you have to say to all these naysayers? 9:15 : Why do you have that high level of trust in the Chinese government? 11:03 : What gives you confidence in investing in China? 14:05 : When do you think such regulatory risk will simmer down?  17:33 : Do you think the Chinese government is regulating consumer tech? 19:07 : What are some of your biggest position in China? 25:31 : Could it be investors are seeing there might be any fundamental impact to their businesses?  26:37 : Are you happy with the recent Alibaba result? 27:55 : What are your thoughts about the competition that Alibaba is facing? 29:19 : Why did you invest in their biggest competitor like JD 30:46 : Have you invested in JD? Why or why not? 33:26 : Do you have PingAn Insurance in your portfolio?  35:09 : With the regulation pressures, have it change your approach to China Investment? 37:05 : What is your advice for others who are holding or thinking to get into the China market?

...more
View all episodesView all episodes
Download on the App Store

Dr Wealth on InvestingBy Dr Wealth