Alice Han

The Germans are kicking themselves because they missed the opportunity in electric vehicles and now they're being out-competed. by BYD and Geely. I think it's a story of both Chinese weak demand, going back to the first question, but also the fact that China is producing more competitive alternatives.

The Germans are kicking themselves because they missed the opportunity in electric vehicles and now they're being out-competed. by BYD and Geely. I think it's a story of both Chinese weak demand, going back to the first question, but also the fact that China is producing more competitive alternatives.

The Germans are kicking themselves because they missed the opportunity in electric vehicles and now they're being out-competed. by BYD and Geely. I think it's a story of both Chinese weak demand, going back to the first question, but also the fact that China is producing more competitive alternatives.

When it comes to Chinese companies overseas, it's a bit of a difficult one to square because certainly if you talk to these companies five, seven, eight years ago, Alibaba, ByteDance, Tencent, they were very interested in expanding and investing overseas. Now, for a ton of reasons, I think both foreign and domestic, that has really been curtailed.

When it comes to Chinese companies overseas, it's a bit of a difficult one to square because certainly if you talk to these companies five, seven, eight years ago, Alibaba, ByteDance, Tencent, they were very interested in expanding and investing overseas. Now, for a ton of reasons, I think both foreign and domestic, that has really been curtailed.

When it comes to Chinese companies overseas, it's a bit of a difficult one to square because certainly if you talk to these companies five, seven, eight years ago, Alibaba, ByteDance, Tencent, they were very interested in expanding and investing overseas. Now, for a ton of reasons, I think both foreign and domestic, that has really been curtailed.

So they have obviously seen their profit revenue growth decline over time. But there's still opportunities for them in the domestic market. I just think for Chinese tech to have a global kind of sway that, say, ByteDance does is going to be very, very hard, especially as they face potentially more geopolitical risk and backlash against Chinese tech companies.

So they have obviously seen their profit revenue growth decline over time. But there's still opportunities for them in the domestic market. I just think for Chinese tech to have a global kind of sway that, say, ByteDance does is going to be very, very hard, especially as they face potentially more geopolitical risk and backlash against Chinese tech companies.

So they have obviously seen their profit revenue growth decline over time. But there's still opportunities for them in the domestic market. I just think for Chinese tech to have a global kind of sway that, say, ByteDance does is going to be very, very hard, especially as they face potentially more geopolitical risk and backlash against Chinese tech companies.

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Thank you. after the next party Congress when there is more of a mandate from the leadership in China. And I don't think it's an invasion. I think it will be a salami-slicing quarantine move in which they use the Chinese Navy and Coastal Guard to block off exports going into Taiwan to test American resolve. I think that that's how it starts.

Thank you. after the next party Congress when there is more of a mandate from the leadership in China. And I don't think it's an invasion. I think it will be a salami-slicing quarantine move in which they use the Chinese Navy and Coastal Guard to block off exports going into Taiwan to test American resolve. I think that that's how it starts.