Prof G Markets Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
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Jul 9, 2025 The podcast dives into Shein’s strategic shift to a Hong Kong IPO amid scrutiny over its operations. It discusses the potential impact of Trump’s proposed 50% tariffs on copper and the mixed reactions in the stock market. The conversation highlights why Tesla is lagging behind Chinese electric vehicle manufacturers, touching on China’s advancements and investment strategies in the EV sector. The urgent need for the U.S. to innovate in this competitive landscape is also a key topic, reflecting on the evolving dynamics of global trade and technology.
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Uncertain Impact of Tariff Threats
- Trump's tariff threats on copper and pharmaceuticals have caused uncertainty without clear implementation timelines.
- Market reactions have been muted overall, reflecting skepticism about the tariff announcements' actual impact.
Shein's IPO Shift to Hong Kong
- Shein's IPO plans shifted from London to Hong Kong amid regulatory and political tensions.
- Hong Kong's IPO market is booming due to Beijing policy support and foreign investor confidence, contrasting with declines in London and the US.
China's Control Over Shein IPO
- Shein claims to be Singaporean and independent from China but is controlled by Chinese regulators.
- The Chinese government's denial of Shein's London IPO approval reveals China's influence despite corporate claims.