cover of episode Aftermath Of An Epidemic: Does China Belong In Ethical Portfolios?

Aftermath Of An Epidemic: Does China Belong In Ethical Portfolios?

2020/6/24
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Let's Talk ETFs

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China is increasingly under the magnifying glass for its role in spreading misinformation about COVID-19 - or at the very least failing to properly warn the global community in advance. With COVID-19 continuing to wreak havoc on the global economy, an increasing number of voices in the investment community are questioning their allocations to Chinese equities. Perhaps chief among them is Life + Liberty Indexes founder and 2019 ETF.com award winner for Best New International/Global Equity ETF (FRDM), Perth Tolle. Perth rejoins Let's Talk ETFs to make the case for why countries that lack a commitment to basic human rights and civil liberties don't belong in ethically constructed portfolios.Show Notes:4:00 - The growing bi-partisan consensus on China5:00 - Issues with Zoom (ZM) blocking Chinese dissidents: Ideas for a future index?7:30 - Methodology of indexing freedom: Who is in, who is out10:45 - FRDM's top holdings, method of selection, approach to weightings13:15 - How many actually died from COVID-19 in Wuhan?20:00 - Was China hiding information about the early stages of the outbreak?26:00 - How much misinformation is being put out by the Chinese government and how much do the Chinese people believe it?35:00 - The case of Luckin Coffee (LK): How much of a concern is corporate fraud with Chinese companies?47:30 - The best of the Freedom 100: Polish gaming company (OTGLF)Learn more about your ad choices. Visit megaphone.fm/adchoices