The China stock market fell once again due to the country's unraveling property crisis. However, despite the trouble, China's tech titans like Alibaba and Tencent posted strong revenue and profit growth for the first half of 2023.
Will their recovery be threatened by China's property woes? Or will their resurgence continue to be fueled by a reopening economy and China's domestic consumer demand? Is there also an investment opportunity in Hong Kong property developers right now? We discuss this and more in our latest episode.
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00:00 Introduction
00:40 China fears
07:31 China tech
10:00 Hong Kong property developers
15:44 Why China/Hong Kong?
23:15 China macros
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