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 factors are influencing US firms' considerations to move away from China?

How are US firms adapting to the new reality in the market?

What is the significance of the Philadelphia Semiconductor index in the current market?

In what ways are technology tensions affecting market volatility?

What does the debt trading at $0.80 on the dollar indicate about market expectations?