HKU's Zhang on China's Tech Sector

The transcript discusses the easing of regulatory measures in China, highlighting positive signs such as the approval of new video games and the potential revival of the Ant IPO. It explores the impact of golden share arrangements on firm valuations and the significant institutional changes resulting from regulatory crackdowns. The discussion also covers the future of Chinese tech stocks, predicting short-term reprieves but potential long-term tightening of regulations, influenced by global trends.

What are the recent signs indicating a relaxation of the regulatory environment in China?

How have the recent regulatory changes affected investor sentiment towards Chinese tech firms?

What role do policymakers play in shaping the regulatory landscape for tech firms in China?

What potential impact could a 'golden share' arrangement have on firms' valuations?

What institutional changes have resulted from the regulatory crackdown in China?

In what ways might the tightening of regulations in the future affect the Chinese tech market?

How might the regulatory changes in China reflect broader trends seen in other jurisdictions like the United States and Europe?