KraneShares CIO Ahern on China Tech Stocks, Regulations

The transcript discusses the disparity between market prices and company fundamentals, particularly in the context of Chinese companies like Alibaba and Tencent. It highlights the impact of regulatory crackdowns and geopolitical tensions on these companies. The discussion also covers investment strategies, such as the basket approach and share buybacks, indicating confidence in future growth. The regulatory environment and economic concerns, including the war in Ukraine and US-China relations, are analyzed. The transcript concludes with insights into foreign investment sentiment and the potential for domestic growth driven by changes in COVID policies.

How do the perspectives of foreign investors differ from those of domestic investors regarding China's economy?

What are the potential effects of the shift from export-driven growth to domestic consumption in China?

What role does the current COVID policy play in shaping the domestic consumption landscape in China?