Strategy Note /
Global

How to mitigate the regulatory risks of US-listed Chinese firms

  • US-listed Chinese firms find themselves in an impossible position: US requires more disclosures; China prevents this

  • New Chinese data security law throws further US listings into doubt especially after Didi's rapid fall from grace

  • To mitigate these risks, we highlight alternative EM investments in 4 segments: fintech; e-commerce; EVs and internet

How to mitigate the regulatory risks of US-listed Chinese firms
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Rohit Kumar
Rohit Kumar

Global Financials/Thematics

Tellimer Research
22 July 2021
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