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Our latest AI research tool, hedged or unhedged ETFs & the China risk

Equity Mates Investing Podcast

CHAPTER

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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