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The Meb Faber Show - Better Investing
KraneShares' Brendan Ahern: Is China Investable? | #535
May 31, 2024
Brendan Ahern, CIO at KraneShares, discusses China's economy, US election impact, KWEB, currency hedging, TikTok ban, and memorable investments. Examines China's stock market, regulatory changes, and global market dynamics, debating China's investability and future plans for KraneShares.
52:14
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Quick takeaways
- Chinese tech firms like Pinduoduo display impressive earnings growth, highlighting potential opportunities in the sector.
- US stocks have outperformed non-US equities, prompting reevaluation of investment strategies and recognizing potential growth in emerging markets like China.
Deep dives
Analysis of Chinese Tech Companies' Strong Earnings Performance
Chinese tech companies like Pinduoduo and KwaiShou are outperforming analyst expectations, reporting impressive earnings growth. For instance, Pinduoduo exceeded analyst estimates, showcasing double the adjusted net income and earnings per share. This sector, despite being a small part of the benchmark, has shown substantial growth, reflecting the potential within Chinese tech firms.
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