Goldman Sachs Says Market Sees 50% Risk of China Stocks Exiting US

The video discusses the potential delisting of Chinese ADRs due to non-compliance with the Holding Foreign Companies Accountable Act. It introduces a market barometer to assess delisting risks, showing a 50% chance of delisting. The video also explores the potential market revaluation if delisting risks are resolved, with a possible 15% upside. It addresses regulatory tightening in China, predicting moderation and increased transparency. Finally, it anticipates policy clarity from the Party Congress, emphasizing support for the platform economy.

What is the purpose of the agreement signed between the two sides regarding ADLs?

• To reduce the number of ADLs

• To increase the number of ADLs

• To avert delisting risks

• To enhance market volatility

What was the market's perception of delisting risk in mid-March?

• 50% chance of delisting

• 75% chance of delisting

• 95% chance of delisting

• 20% chance of delisting

What potential upside is suggested for Chinese ADRs if delisting risks are resolved?

• 5% upside

• 10% upside

• 15% upside

• 20% upside

What has been the trend in regulatory tightening intensity in China over the past year?

• Stable intensity

• Decreasing intensity

• Fluctuating intensity

• Increasing intensity

What is expected to improve following the party Congress in terms of regulatory changes?

• Number of ADLs

• Delisting risks

• Regulatory transparency

• Market volatility