Baidu, Samsung 'Attractive,' Diamond Hill Capital's Burkett Says

The video discusses unresolved trade issues and their impact on market valuations, particularly focusing on China. It highlights potential valuation opportunities in Chinese tech, comparing it to US tech. The discussion includes specific companies like Baidu and Samsung, noting their attractive valuations. The video also examines the performance divergence between US and China tech sectors, with a focus on Tencent's market position and potential for growth.

What is a key factor that allows companies to handle trade issues effectively?

• Government subsidies

• High market share

• Strong management teams

• Low production costs

How do Chinese tech valuations compare to US tech valuations according to the video?

• Chinese tech valuations are unpredictable

• Chinese tech valuations are close to US valuations

• Chinese tech valuations are slightly lower

• Chinese tech valuations are significantly higher

Which company is mentioned as having an attractive valuation despite economic sensitivity?

• Microsoft

• Alibaba

• Apple

• Samsung Electronics

What has been the trend in the correlation between US and Chinese tech markets?

• The correlation is unpredictable

• The correlation has increased

• The correlation has remained stable

• The correlation has decreased

What is a potential reason for the decline in Tencent's market value?

• Market sentiment

• Overvaluation

• Regulatory changes

• Increased competition