ETF providing exposure to publicly listed Chinese internet and technology companies.Yahoo Finance ↗
A sector/theme exposure, not a company — priced via the KWEB ETF as a clean proxy. Excluded from the index and host funds.
2 takes · first discussed Jan 4, 2025 · last Jan 18, 2025
Click a call to see the price move since it aired.
The collective view on Chinese tech stocks (as a basket) is bullish, driven entirely by Friedberg, who is the only host to weigh in on this theme across two separate appearances. His medium-conviction bull case rests on beaten-down valuations, the prospect of a US-China grand deal under Trump within the first half of 2025, China's accelerating electricity buildout, and signs of the CCP re-enabling free-market activity. No other hosts offered a competing or corroborating view, so there is neither consensus nor disagreement to note beyond Friedberg's consistent and repeated endorsement of Chinese tech ETFs as his top contrarian pick for 2025.
Friedberg flagged Chinese tech stocks as his contrarian prediction, expecting a grand US-China deal in the first six months of the Trump administration to ease economic tensions and benefit Chinese equities.
this was my contrarian prediction, I think. Oh no, this was my stock. This was my stock prediction. Yeah, this was like my, I picked the Chinese tech stocks.”1:19:01