This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Ways to profit from State involvement:
- Ride the big waves from top-down initiatives
- Copy Cheah Chang Hye (Value Partners). Buy and sell unfollowed and obscure China bargains.
- Demand a bigger margin of safety
- Buy and sell fast (Ben Graham).
- Buy quantitative certainties (Ben Graham).
- Buy great companies and hold long-term (Philip Fisher).
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Related articles:
- How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)
- Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Asia Tech Strategy – Daily Lesson / Update)
- How to Profit from China Politics: Suntech and State Catalysts. (Asia Tech Strategy – Daily Lesson / Update)
From the Concept Library, concepts for this article are:
- Role of the State
- Giants, Dwarves and the State
- Catalysts
From the Company Library, companies for this article are:
- Suntech
- Cheah Cheng Hye / Value Partners
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
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