In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi.

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Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

Tencent
Alibaba
Baidu
iQiyi
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Luckin Coffee

Guest:

Michael Norris - @briefnorris

Hosts:

Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi