Alice Han
👤 SpeakerAppearances Over Time
Podcast Appearances
But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.
Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.
Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.
Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.
And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.
And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.
And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.
And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.
And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.
And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.
The fact that you have companies that are basically like the Intels or even the Fords or the Teslas of the world doing many different parts of logistics and components, I think is deeply, deeply impressive. And I could see them being extremely competitive outside of China in other countries outside of the US.
The fact that you have companies that are basically like the Intels or even the Fords or the Teslas of the world doing many different parts of logistics and components, I think is deeply, deeply impressive. And I could see them being extremely competitive outside of China in other countries outside of the US.
The fact that you have companies that are basically like the Intels or even the Fords or the Teslas of the world doing many different parts of logistics and components, I think is deeply, deeply impressive. And I could see them being extremely competitive outside of China in other countries outside of the US.
Obviously, the US will continue to have restrictions on China, but I could see definitely more upside for these companies like BYD moving forward. And to your point, Scott, if you look at the forward multiples, I was looking at it today on Chinese companies, they're around 12, still very low by historical standards and much lower than Japan and India.
Obviously, the US will continue to have restrictions on China, but I could see definitely more upside for these companies like BYD moving forward. And to your point, Scott, if you look at the forward multiples, I was looking at it today on Chinese companies, they're around 12, still very low by historical standards and much lower than Japan and India.
Obviously, the US will continue to have restrictions on China, but I could see definitely more upside for these companies like BYD moving forward. And to your point, Scott, if you look at the forward multiples, I was looking at it today on Chinese companies, they're around 12, still very low by historical standards and much lower than Japan and India.
I could see a lot of upside in Chinese tech companies moving forward.
I could see a lot of upside in Chinese tech companies moving forward.
I could see a lot of upside in Chinese tech companies moving forward.
Well, at the risk of being facetious, Ed, can I say Chimerica, if that country still exists?