Basket of publicly traded Chinese technology companies spanning e-commerce, cloud, fintech, and AI sectors.
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 stocks, making him the sole voice on this topic. He holds a medium-conviction bullish stance, selecting Chinese tech ETFs as his top pick for 2025 on the basis that valuations look attractive — citing Alibaba's reasonable multiple as an example — and that macroeconomic tailwinds, including potential US-China trade deal progress, China's energy cost advantages, and a more innovation-friendly policy environment, could drive a meaningful re-rating. With no other hosts weighing in, there is neither agreement nor disagreement to note, and the overall panel view defaults entirely to Friedberg's cautiously optimistic outlook.
Friedberg picks Chinese tech ETFs as his best-performing asset for 2025, arguing these beaten-down stocks look cheap given potential US-China trade deal progress, China's energy cost advantages, and a likely shift toward enabling more market innovation.
I went with Chinese tech stocks, uh, Chinese tech ETFs... I do think that the Trump administration... are trying to line up what I would call kind of like the great deal with China... these stocks look pretty cheap. I was just looking at”1:17:40