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Alice Han

👤 Speaker
3168 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

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.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I could see a lot of upside in Chinese tech companies moving forward.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I could see a lot of upside in Chinese tech companies moving forward.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I could see a lot of upside in Chinese tech companies moving forward.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

Well, at the risk of being facetious, Ed, can I say Chimerica, if that country still exists?