MSA Capital Ben Harburg on Didi Delisting

The transcript discusses the challenges and opportunities faced by a company dealing with regulatory issues in China, including delisting from the US and potential relisting in Hong Kong. It covers the impact on valuation, market perception, and the broader economic trends affecting Chinese and global technology markets. The conversation also explores investment strategies and opportunities in China, particularly in technology and healthcare sectors.

What are the main regulatory issues faced by companies operating in China?

How does the delisting from the US impact a company's operations in China?

What factors contribute to the undervaluation of companies in the Chinese market?

What challenges does Hong Kong face in attracting listings from Chinese companies?

How do private valuations in China compare to public market valuations?

What role does government policy play in the technology sector in China?

In what ways can the current market conditions in China present opportunities for investors?