Manifold Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen — #47
Nov 2, 2023
Taylor Ogan, CEO of Snow Bull Capital, discusses moving his firm to China for better market access and transparency post-pandemic. They explore China's dominance in electric vehicles and LiDAR technology, the value of site visits for investment research, and the challenges and unpredictability of investing in China's stock market. They also highlight the rapid technological advancements in various sectors and the transformative power of technology for the Chinese economy.
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Relocation to Shenzhen
- Taylor Ogan moved Snow Bull Capital to Shenzhen in January 2023.
- The move was driven by difficulties in conducting research remotely during COVID and a perceived decline in US innovation.
China's Tech Boom
- China's tech sector is rapidly advancing, with Shenzhen leading the way in areas like robotaxis and drone delivery.
- Witnessing these advancements firsthand is crucial for a complete understanding of tech and innovation.
China's Economic Reality
- Despite Western media narratives of economic collapse, Taylor Ogan sees no signs of it in Shenzhen.
- He observes ongoing luxury consumption and high GDP growth, although acknowledges real estate concerns.