In this clip from The Call @ Hedgeye, China analyst Felix Wang conducts an extensive deep dive into the recent market crash in Chinese equities with Hedgeye CEO Keith McCullough. Watch as Felix breaks down the latest news on omicron lockdowns, regulatory pressure, and policy sanctions that continue to affect his sector.
“My whole coverage space has blown up,” notes Wang. “To put this into context, this is worse than the Great Financial Crisis in 2008. First there are fears of sanctions on China over its role in the Russia-Ukraine conflict. I know many investors out there don’t think that will happen, but I think there is a possibility. And then of course you have the ADR delisting concerns.”
“I’d say that your 5 minutes ranks up there with some of the darkest commentary I’ve heard ever on The Call,” states McCullough. “Everything can get worse, but the light appears after the darkest moments sometimes in research.”
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