Safehouse Capital's Farha on Didi App Ban

The video discusses the impact of Chinese regulators on high-profile IPOs, using DD as a case study. It highlights the challenges faced by Chinese companies looking to list in the US, emphasizing the need for regulatory compliance. The discussion also covers the potential slowdown in Chinese IPOs and the increasing discount on Chinese equities. The video concludes with an analysis of the US regulatory stance and the lessons global investors are learning about the risks involved.

What factors might affect the valuation of Chinese IPOs in the US market?

In what ways are global investors learning from their experiences with Chinese equities?