Goldman Sachs Says Market Sees 50% Risk of China Stocks Exiting US

The video discusses the potential delisting of Chinese ADRs due to non-compliance with the Holding Foreign Companies Accountable Act. It introduces a market barometer to assess delisting risks, showing a 50% chance of delisting. The video also explores the potential market revaluation if delisting risks are resolved, with a possible 15% upside. It addresses regulatory tightening in China, predicting moderation and increased transparency. Finally, it anticipates policy clarity from the Party Congress, emphasizing support for the platform economy.

What potential upside is suggested for Chinese ADRs if delisting risks are resolved?

What changes in regulatory intensity are expected in the near future?