Anthony Wong, portfolio manager at AllianzGI, dives into the Chinese equity sector.
It has been anything but a quiet summer season for Chinese equities. When China pulled the plug on Ant's IPO in November 2020, it was widely assumed the official explanation about risks to financial security was only a smokescreen for a more personal riposte to Jack Ma, who had become increasingly vocal in his criticism of China's banking regulator. Since then, the crackdown has extended more broadly, and now includes almost every successful internet company, ride-hailing company Didi Chuxing, and of course the private education sector. Are regulatory clampdowns hurting China's ...
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