Emmanuel Hauptmann, founding partner and head of systematic equities at RAM Active Investments, discusses Chinese AI, the outlook for chips and what is driving the strong increase in Chinese allocation.
It’s time to selectively return to China, analyst argues
- Update Date：
- Post Date：
- Tags
No more de-coupling😊
What? Dumb ass 😂
Baba to the moon
What are some good micro or small cap tech stocks in China or in the indo pacific region? Anybody have some good ones?
Investing in China is being complicit in the Malign activity of President Xi/CCP.
One of the most profound statements I heard about China is this: The next “China” is still China.
China is next North Korea😅
@@realnapster1522
That’s why your parents have gone to heaven because they can’t stand your lies anymore.
China is most advanced country on Earth..go there take a look!
@@realnapster1522 I am sorry for your parents. LOL 😁🤣
@@jennyohara4011 no thanks. CCP makes you disappear.
At what percentage of ownership by the state does a stock market become just a government run savings vehicle? Not to mention the absence of due diligence firms in China now, making any investment the risky purchase of a “pig in a poke”.
Bizarre word salad
China is old civilization spanning several thousand years, countless inventions are made there, It’s just that its China’s time to come back.
Inventions you mean reverse engineering? 😂
@realnapster1522 hate won’t get you anywhere in life😂.
@@phildefer2342 reality
Shenzen?
lol these people don’t understand china at all.
you tell us xD
I don’t think it is a painful thing to sell US products to the huge consumers in China.
There should be total boycott of China and Chinese companies. US and Europe should decouple and invest more in India. As India is a democracy and friendly to west.
so democracy that gankrape are free there
They are not as stooopid as Bharats…
😂😂
Except…the west knows that India doesn’t and will not amount to much
Decoupling meaning what exactly. What does Europe or US make that China wants and can’t get in the global South or substitute locally. Does anyone think if iphone/samsung/android move away from China its the end of Chinese mobile telecoms? If anything Russia is a serious example of unintended consequences of decoupling. Someone will take the place left behind. Russians still drink the same coca cola under different name, east at Mcdonald under a different name. Renault cars are still produced under a different brand. Should Warren Buffett sell his position at BYD….? How will that impact BYD?
So what happened to the collapse???😂😂😂
it’s wish, not reality
It’s collapsed and now is cheap enough to buy again.
@@tonyh7158 oh! Ok. You’re the only one who saw the collapse, everyone else is still waiting for it.
Buy India ….they need more dumb monies.
Bank of China have PE of 5 and Div yield of 8%.
Indian banks have PE of 25 and Div yield of 1.5%.
Go figure.
Have you been to India ?
India is moving in the right direction but still has a long way to go….. People like Ambani are leading the way (remarkable business man by the way) . But India is working hard to make things for India… They are a long way to have any international presence in the value chains of note. For Example the iphones “Assembled” in India are for the Indian Market but those made “manufactured” in China are for global market.
@@MediaObjectivity India in right direction? lmao. you definitely have no idea of what is happening rightnow in india. the politics is boiling bro. india is heading to dictatorship lol
i think most of the money going into india are mostly short-mid term speculative monies that goes into the stock market (which is why it gets overvalued). Any turbulence in India economy will cause those money to flood out, akin to what happende back in asian financial crisis
only China can beat China
China is increasingly downsizing on reliance on foreign tech in its local cloud, telecommunications, transportation and media infrastructure. Once they overcome ASML tools access interference on the Chip production. The ability of any foreign government to dictate and manoeuvre Chinese technological innovation will be seriously diminished.
E-commerce or EV?
Geopolitics has an impact on the economy, wether you like it or not. There is no coming back. Who knows what will be affected next in an ongoing trade war. China’s already cracked down on American-made chips. Who knows what will be banned next.
There’s a reason why companies are shifting significant proportions of their capacities from China. This guy seems like he’s living in 2015.
Please buy for me to sell?