Divergence in Chinese tech favors onshore hardware
Chinese equities offer deep value relative to interest rates, but Hong Kong tech platforms face margin compression while onshore Mainland A-shares benefit from hardware/AI exposure.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.