Daily Reflection on China

Daily Reflection on China

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Daily Reflection on China
Daily Reflection on China
China's Home Court Advantage in New Energy Tech
Stock Market

China's Home Court Advantage in New Energy Tech

Qi Wang's CNBC Interview 09/16/2021

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Qi Wang CFA
Jul 18, 2022
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Daily Reflection on China
Daily Reflection on China
China's Home Court Advantage in New Energy Tech
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Key Takeaways

  • Avoid “value traps” in China. Invest high quality companies that are not necessarily cheap.

  • Like the new energy tech story in China, including electric vehicle and solar equipment.

  • Chinese manufactures enjoy the “home court” advantage of having most of the supply chain locally in China.

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