Stonehorn’s Le Cornu Sees China Tech Stocks as a Buying Opportunity

The video discusses the current state of Chinese tech stocks, focusing on those with domestic versus external exposure amid US-China trade tensions. It highlights the impact of these tensions on stock valuations and market sentiment. The discussion also covers the US actions against Huawei, examining its effects on the corporate level and the broader supply chain. The speaker suggests that despite the volatility, there are buying opportunities in domestically focused companies.

What is one reason for the decline in share prices of Chinese tech companies?

• Increase in online ad revenue

• Slowdown in online ad revenue

• Positive sentiment towards US-China relations

• Expansion of export services to the US

How might companies with a domestic focus be affected by US-China trade tensions?

• They are likely to be more impacted

• They will face increased export challenges

• They should be less impacted

• They will benefit from increased US demand

What strategic move has Huawei made in response to US actions?

• Expanding its market in the US

• Developing its own operating systems

• Reducing its stock levels

• Increasing reliance on US suppliers

What is a potential consequence of the US actions against Huawei for US companies?

• Increased trade balance

• Reduced export opportunities

• Enhanced corporate relations

• Improved supply chain efficiency

What is the current trade balance between the US and China as mentioned in the video?

• 220 billion U.S. dollars

• 520 billion U.S. dollars

• 320 billion U.S. dollars

• 420 billion U.S. dollars