Thornburg Is Investing More Into China, CEO Brady Says

The transcript discusses the current sentiment among US firms regarding their operations in China, highlighting the need to adapt to new economic realities rather than moving away. It emphasizes the importance of the Chinese market and the interdependence of the US and Chinese economies. The discussion also covers market volatility, particularly in the tech sector, and the impact of trade tensions, which some describe as a new tech Cold War. The transcript concludes with an analysis of valuation challenges in the tech sector, using Tesla as an example.

What is the primary reason some US firms are considering moving away from China?

• Political instability

• High operational costs

• Trade tensions and adapting to new realities

• Lack of market opportunities

What is the Philadelphia Semiconductor index an example of?

• Volatility in the tech sector

• Increase in semiconductor production

• Stable market growth

• Decline in global trade

What term is used to describe the ongoing tensions around technology?

• Tech Revolution

• Digital Divide

• Cyber Conflict

• New Tech Cold War

Why is Tesla often mentioned in discussions about market volatility?

• It is a small company with high volatility

• Its stock price is stable

• It has a large market share

• It has no debt

What does the trading of Tesla's debt at $0.80 on the dollar indicate?

• Expectation of volatility

• Expectation of market stability

• Lack of investor interest

• High confidence in Tesla's growth