Thematic basket of exchange-traded funds providing diversified exposure to Chinese technology sector companies.
1 take · first discussed Jan 4, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Friedberg has offered a view on Chinese tech ETFs, making this a single-host thesis rather than a group consensus. He is bullish at medium conviction, naming the basket as his top pick for 2025 on the grounds that valuations have been excessively depressed by US-China conflict fears, a potential deal under the Trump administration could serve as a catalyst, improving power infrastructure in China stands to lower AI costs, and Chinese companies retain a structural cost advantage in global markets. No other hosts have weighed in, so neither agreement nor disagreement can be established from the available material.
Friedberg picks Chinese tech ETFs as his best performing asset for 2025, citing beaten-down valuations, potential US-China deal under Trump, improving Chinese power infrastructure lowering AI costs, and Chinese companies' cost advantage in global markets.
I went with Chinese tech stocks, uh, Chinese tech ETFs... I do think that there's a lot of Chinese tech companies that have been beat up under the assumption that this is going to be a very difficult conflict with the US in the years”1:17:40