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.
Friedberg is the only host with a stated view on Chinese tech stocks, holding a medium-conviction bullish stance across two early-2025 appearances. He argues the stocks are cheap after years of selling, points to attractive valuations in names like Alibaba, and believes a potential US-China trade deal under Trump in the first half of 2025 could serve as a key re-rating catalyst. He also cites China's power buildout as a structural cost advantage for the sector. No other hosts offered a competing or corroborating view in the supplied material.
Friedberg picked Chinese tech stocks as one of his predictions, anticipating a US-China grand deal in the first 6 months of the Trump administration that would ease tariffs and benefit Chinese equities.
this was my stock prediction. Yeah, this was like my, I picked the Chinese tech stocks.”1:19:04