What podcasts say about Chinese companies
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Chinese companies
10 statements · 5 positive · 5 negative
Chinese companies’ current valuations look attractive relative to their history.
“those valuations relative to what those companies have done in the past look attractive”
Open the episode · The Emerging Markets Everyone Else Is MissingListen at 44:07
Chinese-linked stocks exhibit especially extreme manipulation risk.
“The Chinese, they take it to another level, and you don't want to be there for that.”
Open the episode · Chapter 7 from Short Selling Master: Identifying Chinese Stock ManipulationListen at 23:28
Chinese-linked stocks involve exceptionally extreme manipulation.
“Because Chinese take the manipulation to another extreme.”
Open the episode · Chapter 7 from Short Selling Master: Identifying Chinese Stock ManipulationListen at 26:45
Many Chinese companies prioritize market share over profits.
“many companies prioritize market share over profits.”
Open the episode · Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 76)Listen at 4:02
Chinese companies sacrifice profits and export deflation through low-priced goods.
“Many Chinese companies sacrifice profits. They're exporting deflation.”
Open the episode · Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 76)Listen at 4:10
Global investors should buy large Chinese companies cheaply and sell during exuberance.
“for us global investors, I think perhaps the best approach to China, the less risky, is when it's really cheap, when the big companies are really cheap, dip when there is exuberance, out, risk management, rinse and repeat.”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 20:33
Buying large Chinese companies when very cheap is the less risky approach
“the best approach to China, the less risky, is when it's really cheap”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 20:36
Sven will not invest in Chinese companies for US investors due to sanctions risk
“I will not invest in Chinese companies for that investors. Too risky to get sanctioned, to get illiquid.”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 26:18
China aims for 70% of companies to integrate AI within five years.
“within the next five years, we want to have 70% of companies integrate AI into their business”
Open the episode · China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin | #281Listen at 1:11:05
China aims for over 90% of companies to integrate AI within ten years.
“within the next 10 years, we want to have 90 plus percent”
Open the episode · China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin | #281Listen at 1:11:15
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.