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ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla

Equity Mates Investing Podcast

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The Chinese Government Is Doing It in a Top Down, State Coordinated Economy

We do not hold real estate or companies within our portfolio, our emerging market portfolio. But we do have industry exposure vae financial and ties holdings within the portfolio, but they're incredibly small. And given that these exposures are so small, we do not expect a material impact on our portfolio. Nowt the bigger issue is that this is going to be a shock for us. Dollar offshore bond investors, essentially foreign investors who invest in chin s bonds in us Dollars,. because evigrand is ten per cent of that market. It's essentially not great, nor just for chinese bonds, but for emerging market bonds.And it's a bit of a multi asset class shock in that sense

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