🚨 Delisting of NIO Alibaba DIDI? VIE Structures? China Regulation? All Explained by Fund Manager.

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DONGXii - The China Opportunity
Published at : 06 Dec 2021
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This video is dedicated to your questions regarding what happens when stocks are getting delisted, what the implications are for Hong Kong Stock market, valuations of Chinese names, the economic situation in China, regulations explained - all by the fund manager of KraneShares, which manage Billions.

Timestamp:

0:00 - 2:29 Introduction to KraneShares
2:29 - 7:10 Status of Delisting? DIDI News.
7:10 - 9:05 China's Response
9:05 - 14:01 Converting to Hong Kong Shares
14:02 - 18:14 Chinese Tech Valuations
18:15 - 23:30 China Tech Regulation
23:30 - 28:45 VIE Structure
28:45 - 34:00 China Economy & GDP Growth
34:00 - 37:00 Hong Kong Liquidity and Trading Volumes
37:00 - 43:00 Hong Kong Stock Valuations
43:00 - 48:00 Worst Case Scenario: What is going to happen?
48:00 - 50:00 Impact if ADR are delisted
50:00 - 53:00 Is China uninvestable? Risks & Rewards
53:00 - 56:00 Switching VIE to Hong Kong Shares
56:00 - 59:00 What could go Wrong? Is China opening up Financial Markets?
59:30 - Comparing China Regulation to GDRP
1:00:00 - 1:05:00 Ant Financial and Jack Ma
1:05:00 Cheap Valuations & Price Action

🤝 Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii 🙏 THANK YOU! 🙏

For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patreon-only content and posts like this, the community feature is meant to:

- Enabling members to make their own posts and giving their thoughts and ideas and posting news - something which is not possible with the Patreon website.
- I am adding daily insights on ad-hoc topics
- I am posting my buys and sells
- A member group chat

/////////////////////////////////////////////////////////////////////////////////////////
Watch more of our content and also check the channel lists:

My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU

Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8

Why I think Huami is a 10X Stock: https://youtu.be/vDzz_T-h-ec

Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg

How NIO is different to Tesla: https://youtu.be/8B07itMRoK8

NIO E-Commerce: https://youtu.be/HhNYHj8yPNo

NIO and Tencent: https://youtu.be/4GWYJlCuwXQ

NIO and Suning: https://youtu.be/meWxCzz1mzU

NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY

NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg

A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A

////////////////////////////////////////////////
You can also find us on Linkedin:
https://www.linkedin.com/in/marcelmuench/
https://www.linkedin.com/in/miriamtheobald/

For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks!
https://network.dongxii.com/

Our Twitter:
http://twitter.com/_mm85 (Marcel Münch)
http://twitter.com/MiriamTheobald
https://twitter.com/dongxii_com

Our Website:
https://www.dongxii.com/

Disclaimer: None in our videos is investment advice. Trading stocks is risky and can lead to losing your investment. In our videos we talk about our personal experience and own opinion and it is not advice to buy, sell or hold any stock or securities mentioned.

/////////////////////////////////////////////////////////////////////////////////////////
Watch more of our content and also check the channel lists:

My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU

Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8

Why I think Huami is a 10X Stock: https://youtu.be/vDzz_T-h-ec

Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg

How NIO is different to Tesla: https://youtu.be/8B07itMRoK8

NIO E-Commerce: https://youtu.be/HhNYHj8yPNo

NIO and Tencent: https://youtu.be/4GWYJlCuwXQ

NIO and Suning: https://youtu.be/meWxCzz1mzU

NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY

NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg

A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A

////////////////////////////////////////////////
You can also find us on Linkedin:
https://www.linkedin.com/in/marcelmuench/
https://www.linkedin.com/in/miriamtheobald/

For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks!
https://network.dongxii.com/

Our Twitter:
http://twitter.com/_mm85 (Marcel Münch)
https://twitter.com/dongxii_com

Our Website:
https://www.dongxii.com/

Disclaimer: None in our videos is investment advice. Trading stocks is risky and can lead to losing your investment. In our videos we talk about our personal experience and own opinion and it is not advice to buy, sell or hold any stock or securities mentioned.

#NIO #BABA #DIDI
DelistingNIO DelistingNIO Stock

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