AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min snip
KraneShares' Brendan Ahern: Is China Investable? | #535
The Meb Faber Show - Better Investing
Disparity of Observation: Real Economy vs. Market Sentiment
China remains a focal point for emerging markets, significantly influencing global market indices. Despite visible economic activity in cities like Hong Kong and Shenzhen, where streets are bustling and life appears normal, the stock markets have seen substantial downturns, indicating a stark contrast between real economic conditions and market confidence. This paradox has led to investor capitulation, where significant sell-offs occurred following a derivative-induced meltdown in January, prompting a significant exit from Chinese equities. However, recent rebounds in major indices suggest a potential recovery, outperforming major U.S. benchmarks, indicating underlying improvements that may not yet be recognized by the broader investment community. This situation highlights the opportunities in undervalued investments as market sentiment shifts away from previously favored assets.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode