Tech: Checking in on China

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 27 September 2019

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which of the big Chinese tech stocks he likes best.

Stocks: BIDU, BABA, TCEHY, JD

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Transcript

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0:00.0	Thanks to LinkedIn for supporting industry focus.
0:02.5	LinkedIn jobs uses knowledge of both hard and soft skills
0:05.5	to match you with the people who fit your role best.
0:08.4	Post a job today at LinkedIn.com slash fool
0:11.1	and get $50 off your first job post.
0:13.4	Welcome to Industry Focus.
0:17.0	The podcast that dives into a different sector of the stock market every day.
0:20.3	It's Friday, September 27th, and we're checking in on China.
0:25.0	I'm your host on Lewis, and I've got Motley Fool Premium Analyst Ben Ra with me in the studio.
0:29.0	Ben, how's it going?
0:30.0	Good.
0:31.0	Pretty good.
0:32.0	This is my first time here and I'm I'm excited.
0:34.0	Yeah, you are kind of the Motley Fool's resident expert on all things China. You have a
0:41.0	overview on China that is very well attended for a lot of our member events.
0:45.0	I think it's one of the more popular events that we'll put on when we do some of those
0:48.9	member meetups.
0:50.3	So you were the natural choice to have on when we were going to be checking in on China today.
0:55.0	Excited to have you on the show.
0:56.0	Thank you very much.
0:57.0	So why don't we start out just with what has interested you with China?
1:02.0	I mean, there have been so many headlines mean there have been so many headlines
	...

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