Aberdeen Standard's Yao Sees Opportunities in China Internet, Software Stocks

The video discusses the US tech sector's efforts to catch up with China, highlighting challenges in tech investments, especially in hardware. It explores opportunities in Internet and software subsectors, and analyzes the business models of companies like Sammy and Tencent. The discussion emphasizes the impact of pricing power, competition, and currency fluctuations on tech companies.

What factors contribute to the pricing power issues faced by hardware companies?

How does the speaker perceive the competitive advantage of certain tech companies?

What is the significance of the partnership mentioned between Sammy and Meituan?