Bloomberg Daybreak: Asia Edition US Stock Selloff Extends to APAC Markets
Mar 11, 2025
Join Ben Harburg, a keen investor in Chinese markets, and Scott Ladner, a savvy chief investment officer, as they dissect the massive U.S. stock selloff that has rippled across Asia. They explore the contrasting market sentiments, revealing how Chinese investors are diving into Hong Kong stocks amidst economic turmoil. The duo also discusses the impacts of recent tariff hikes on U.S. agricultural goods and the evolving dynamics of inflation in China, uncovering both challenges and potential opportunities for savvy investors.
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US Selloff and Hong Kong Buying
- U.S. tech stocks experienced a sell-off, wiping out significant market value.
- Mainland investors bought a record amount of Hong Kong stocks, signaling renewed confidence.
Chinese Investors Return
- Chinese investors are returning to public markets after a period of caution.
- This return is driven by stabilizing real estate prices and a sense of renewed safety.
Deep Seek and Government Support
- The Deep Seek moment exposed the hubris of U.S. tech and the resilience of Chinese tech.
- Recent meetings between Chinese government officials and tech entrepreneurs signal government support for the sector.