📈Chinese tech stocks have incredibly cheap valuations compared to their U.S. counterparts.
💼E-commerce plays like Alibaba and Pin Duo Duo are well-positioned to benefit from domestic consumption growth in China.
🛫Travel platform Trip.com is expected to see a pickup in business as travel resumes.
📉Political risks and foreign investor concerns weigh on Chinese tech stocks.
💰Chinese tech companies are showing strong buybacks and dividend payouts, indicating confidence in their growth prospects.
Why are Chinese tech stocks valued so cheaply compared to U.S. stocks?
—The valuation disparity between Chinese and U.S. tech stocks is absurd, with Chinese stocks being significantly undervalued. This can be attributed to political risks and foreign investor concerns.
Which Chinese tech companies are worth investing in?
—E-commerce giants like Alibaba and Pin Duo Duo, as well as travel platform Trip.com, are worth considering for investment. These companies are poised to benefit from the growth in domestic consumption and the rebound in travel.
What is the outlook for Chinese tech stocks in Q1?
—The Q4 earnings season and positive projections for Q1 indicate a potential rebound for Chinese tech stocks. The companies are showing strong buybacks and dividend payouts, further signaling confidence in their growth prospects.
Are there any political risks that could affect Chinese tech stocks?
—Political risks, including regulatory changes and U.S.-China tensions, are factors that investors should consider when investing in Chinese tech stocks. These risks can impact the performance and valuation of these stocks.
What makes Chinese tech stocks attractive for investors?
—Chinese tech stocks offer compelling investment opportunities due to their dirt cheap valuations and strong growth prospects. The companies are leaders in their respective sectors and have a large consumer base in China.
00:00In this video, Brendan Hur, Chief Investment Officer at Krane Shares, discusses investment opportunities and valuations in the Chinese tech sector.
00:23Premier Lee's keynote speech at the gathering highlights China's openness to foreign investors, benefitting U.S. multinational CEOs doing business in China.
00:44Tim Cook and Apple are positively embraced in China, with the opening of the 35th Apple Store in Shanghai showcasing the brand's popularity.
01:43The video discusses companies worth investing in China, including e-commerce giants like Alibaba and Pin Duo Duo, as well as travel platform Trip.com.
02:42The valuation disparity between U.S. tech and Chinese tech stocks is highlighted, with Chinese tech stocks being undervalued.
