3 Stocks Benefitting from China's 400 Million Millennials

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 May 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China (13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple. Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is for fans of KISS, not the rock band, the design principle.
0:10.9	Keep it simple, stupid.
0:12.3	Motley Fool Money starts now.
0:15.3	I'm Chris Hill, joining me today, Motley Fool Senior Analyst, Bill Mann.
0:25.0	Thanks for being here.
0:26.0	Hey, thank you, Chris, for having me.
0:29.0	I want to talk about Airbnb in China, because we've been talking a lot about US companies
0:36.2	leaving Russia.
0:37.2	We'll get to that in a second, but we're nearing the halfway point of 2022.
0:43.7	And a lot of people in the financial media are starting, they're prepping for their mid-year
0:50.1	review.
0:52.0	And they're going to predict what's already happened.
0:54.3	Is that what you're going to tell me?
0:56.1	No, I mean, look, I don't want to know.
0:59.0	I'm not people in the financial media for this.
1:01.3	I find comfort in things like mid-year reviews.
1:03.9	We're probably going to do one on this show.
1:07.4	But we're almost six months into the year, and people are starting to look back and say,
1:13.2	OK, so overall, it hasn't done well.
1:16.7	Many parts of the stock market have struggled.
1:21.1	You can carve it up by sectors and be like, who's doing worse than who?
1:26.3	And the one bright shining star appears to be oil and gas.
	...

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