AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
11min chapter
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Forward Guidance
Navigating Chinese Stock Investments with a Contrarian Approach
The chapter explores a methodical approach to identifying investment opportunities in Chinese stocks, focusing on screening for company quality, relative valuation, and sentiment analysis. Emphasizing the importance of investing in undervalued companies with growth potential, the strategy involves targeting lesser-known Chinese stocks owned by local investors to capitalize on less competition and potential growth opportunities. Despite negative sentiment and concerns like US-China trade conflicts, the speaker maintains a contrarian view on the market, confident in the cheap valuations and the potential for a sentiment shift through targeted government spending.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode