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 factors are influencing the sentiment towards tech stocks in China?

In what ways might domestic-focused companies be less impacted by US-China trade issues?

How has the US-China trade relationship affected companies like Huawei?

What are the implications of the US actions against Huawei for the tech industry?

What is the significance of the statement 'when the lights go out in the West, the lights in the east become more brighter' in the context of the current trade situation?