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16min chapter
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
Forward Guidance
Investment Strategy and Potential of Chinese Companies
The chapter delves into the speaker's investment strategy of selecting undervalued Chinese companies with growth potential, focusing on sectors such as domestic brands and fully integrated supply chains like BYD. It discusses the trend of Chinese brands gaining global traction and the investment potential of companies like Tencent. The chapter also explores the production capabilities of Chinese companies, their superior product quality compared to Western counterparts, and the impact of tariffs and US-China relations on Chinese equities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode