
Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs
Hedgeye Podcasts
Chinese Military Companies That Are Investable
I feel like that's an area that probably is going to be good over the next bunch of years. NATO is going to get stronger and all of its countries are going to arm a little bit more. And so I'm assuming that China and its allies and neighbors will get stronger as well. So it seems likely to be a decent area. What do you, what do you think? Are there any companies that are investable in that category in China? That's a tough one.
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