Rayliant Global Advisors' Dr. Viswanathan on China's Tech Sector

The video discusses the challenges faced by tech companies in China due to regulatory crackdowns. It focuses on Meituan's financial outlook, highlighting its negative earnings driven by large investments rather than regulations. Despite short-term losses, long-term growth is expected. The video also covers market reactions, analyst views, and the long-term impact of regulations on growth trajectories. It concludes with investor expectations and stock ratings, emphasizing that while regulations will affect growth, the prospects remain strong.

What are the primary factors driving Meituan's negative earnings?

How is the regulatory crackdown in China expected to affect the long-term growth of tech companies?

Discuss the long-term growth prospects of firms in the context of ongoing regulations.

What is the expected impact of regulations on the growth trajectory of Chinese retail?

What are the expectations for the earnings of companies like Alibaba and Pinduoduo in the current market?