Magic Markets #33: Do Your DiDi

Episode 33 July 08, 2021 00:25:17
Magic Markets #33: Do Your DiDi
Magic Markets
Magic Markets #33: Do Your DiDi

Jul 08 2021 | 00:25:17


Show Notes

The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns.

In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure.

There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a risky play that has nothing to do with China.

If nothing else, DiDi is a reminder that investors must always do their DD (due diligence) when investing in any company. You can't always see the risks, but the process is important to go through.

Other Episodes

Episode 4

December 05, 2020 00:29:23
Episode Cover

Magic Markets #4: Pension Tension

The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest on Magic Markets, ETF and retirement fund expert Nerina Visser. They give a...


Episode 23

April 29, 2021 00:25:23
Episode Cover

Magic Markets #23: European Gems

European investor and student of the markets Tobias (@TobyTheInvestor) joins us from Copenhagen to discuss European gems and the appeal of Nordic markets that...


Episode 35

July 22, 2021 00:27:18
Episode Cover

Magic Markets #35: Sell-offs and Sell-outs

There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US. That's...