Aviance Capital CIO Bertelsen Likes Home Builders

The video discusses investment opportunities in real estate stocks, particularly home builders, highlighting their potential for job growth and economic impact in the US. It also explores the market potential of Chinese internet companies like Alibaba, Tencent, and Baidu, comparing them to their US counterparts and noting their value. Additionally, the video examines the challenges and opportunities in the Asian tech sector, focusing on companies like Taiwan Semiconductor and the growth in virtual and augmented reality technologies.

What factors contribute to the current discount of home builders compared to the S&P?

How does the speaker relate the importance of home construction to job growth in the US?

What are the four Horsemen of the Chinese Internet industry mentioned in the text?

In what ways does the speaker suggest that Chinese tech companies are better values than their US counterparts?

What opportunities does the speaker see in the Asian tech market, particularly in semiconductors?