Navigating Through China’s Markets

The video discusses strategies for hedging investments in sectors vulnerable to government regulations, such as healthcare and gaming. It examines Beijing's approach to foreign investment, highlighting the impact of regulatory crackdowns on both domestic and foreign capital. The discussion includes the challenges of valuing companies in sectors like education tech, which face significant regulatory risks. The video emphasizes the need for investors to account for these risks in their valuations and consider potential exit strategies.

In what ways are foreign investors expected to adjust their valuation models?

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What examples are given to illustrate the regulatory risks faced by companies like Alibaba?

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