China Big Tech Stocks: Regulatory Relief vs US Delisting

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The Most Important Thing

risk is largely a matter of opinion

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JC

Jerome Cody

·4 years ago
shared a link post in group #The Most Important Thing
What are your attitudes on China's Big Tech firms’ stocks now given welcome regulatory relief from China and scary warnings that they may be delisted from exchanges by the USA?
SEC adds China's JD.com to list of over 80 firms facing delisting risk
www.reuters.com

SEC adds China's JD.com to list of over 80 firms facing delisting risk

The U.S. Securities and Exchange Commission (SEC) added over 80 firms, including China's JD.com , to a list of entities facing possible expulsion from American exchanges amid a long-running auditing s

 
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Alex

Pretty nice alpha here from Chinese tech stocks so far - KWEB up 27% vs NASDAQ down 4% on the last 30 days. Policy divergence will continue to make this a (small) exposure worth having IMO - looking to buy a bit more on pullbacks

 
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Jerome Cody

Pretty nice alpha here from Chinese tech...
Thanks for the tip, mulling it over fantasizing I’ll be able to time it better in fewer trades

 
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Chris Nheu

Pretty nice alpha here from Chinese tech...
Nice

 
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Alex

Chinese government issued >$200 billion in local government bonds in June alone to stimulate the economy 🙀 - I think it’s fair to assume that is driving continued divergence here. I’ll be buying more KWEB on dips

 

Nate

Chinese government issued >$200 billion ...
👍

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