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12min chapter
Our latest AI research tool, hedged or unhedged ETFs & the China risk
Equity Mates Investing Podcast
China's Stock Market Dynamics
This chapter analyzes the recent recovery of Chinese stocks, contrasting the modest performance of the mainland index with significant gains in Hong Kong, particularly among internet stocks. It highlights major tech players like Baidu, Alibaba, and Tencent, discussing the implications of regulatory actions and the risks for investors in the volatile landscape. The chapter also delves into currency hedging strategies for ETFs, debating the merits of hedged versus unhedged investments in light of Australian dollar fluctuations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode