Baidu, Samsung 'Attractive,' Diamond Hill Capital's Burkett Says

The video discusses unresolved trade issues and their impact on market valuations, particularly focusing on China. It highlights potential valuation opportunities in Chinese tech, comparing it to US tech. The discussion includes specific companies like Baidu and Samsung, noting their attractive valuations. The video also examines the performance divergence between US and China tech sectors, with a focus on Tencent's market position and potential for growth.

What is the significance of Tencent's market cap decline mentioned in the text?

What considerations are mentioned regarding the potential investment in Tencent?