U.S.-China rift puts U.S.-listed Chinese stocks against a great wall --- and investors will pay a price

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OPINION: The SEC threatened to delist Chinese stocks that trade in the U.S. if they do not make their accounting books and auditing records available for inspection. The threat in fact could be playing into China’s hands.

The Securities and Exchange Commission is making things rougher for Chinese companies — and their U.S. shareholders. I’m referring to the agency’s recent threat to delist Chinese stocks that trade in the U.S. if they do not make their accounting books and auditing records available for inspection by the U.S. Public Company Accounting Oversight Board .

DiDi’s delisting announcement came on Dec. 2. At one point in pre-open trading the following morning, the stock was up more than 10%. Though the stock subsequently closed down in Dec. 3 trading, it’s noteworthy that the stock’s immediate reaction to the delisting announcement was to rally. Consistent with this hypothesis is the poorer performance on Dec. 2 of Chinese electric-vehicle companies. Though their market values are sizeable, they aren’t as big as the 10-largest that appear in the table above. As you can see below, their average return that day was a loss of 3.1%.

Nevertheless, Karolyi told me that he believes an agreement with China over the inspections is more likely to be achieved through “quiet and agile diplomacy” between the two countries’ securities regulators. He lamented that the situation has devolved into public threats, since investors will end up paying the price.

 

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Delist them. That’s not playing into chinas hands at all, quite the opposite. They are desperate to legitimize themselves in the West. Their own markets are a sham with the level of government control they are all under there.

No worry. Stocks might crash to or get delisted

Totally a good plan. Not worth the risk to the markets.

Companies just won’t do it.

I’m sure paying to your biggest competitor is good news for US

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