Bloomberg Intelligence's 'Equity Market Minute' 7/22/2020

Bloomberg Intelligence's 'Equity Market Minute' 7/22/2020

Assessment

Interactive Video

Business

University

Hard

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FREE Resource

The video discusses the impact of tech nationalism and US-China relations on the S&P 500 earnings outlook for 2021. It highlights the vulnerability of Chinese tech stocks compared to US tech stocks due to valuation gaps. The analysis includes a historical perspective on S&P 500 earnings during trade turmoil in 2018 and potential future impacts. The video concludes with a comparison of valuation premiums between Chinese and US tech stocks, suggesting Chinese tech stocks may be more vulnerable.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the valuation gap between Chinese tech stocks and US tech stocks suggest?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the potential vulnerabilities of Chinese tech stocks compared to US tech stocks?

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