BIDU
🇨🇳 Baidu is recognized as a significant, though potentially risky, investment within the Chinese technology sector.
⚠️ Concerns are raised about potential U.S. restrictions on investments in Chinese tech companies, similar to past actions against Huawei.
⚖️ The video suggests that despite these risks, Baidu’s current valuation may already account for potential negative impacts.
@ElClubDeInversion:
“And then we have a bit of Baidu, and it is the Hong Kong stock exchange. Because, excluding last year, the Hong Kong stock exchange accumulated five years of declines. Tariffs do not worry me from China; I am more concerned about the fact that suddenly a certain profile of a Chinese company is considered non-investable as a risk to the national security of the United States and prohibits relations with that type of company. It already happened with Huawei in its day, for example, because of technology. It worries me more that way because it can close the investor flow, the capital market a lot, and that impacts some of our companies. And I am thinking of Tencent, for example, or Baidu, which would be the two possibly that had more risk there. A priori, it does not seem that things are going that way.”
Here, Javier talks about the Chinese tech company Baidu:
View the video on YouTube.
Read more articles featuring the most recent analysis of Baidu (BIDU) at this link: BIDU stock.
