It’s Episode 33 of Magic Markets – Do Your DiDi

This week the Finance Ghost and I get real as we unpack the recent pain in markets. Chinese stocks, in particular, strike a chord.

Ride-hailing company DiDi collapsed as soon as it listed, on the back of Chinese regulatory moves. We discuss how to separate the popular narrative from the longer-term lens and strategy.

We unpack some of the losses we are bearing in the portfolio, how risks are always lurking and how to contextualize these. It is all part of the process of doing your DD (due diligence) and following through.

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