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Battle of the tech titans: china vs us

Recently investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?

Nine out of ten international stocks purchased by nabtrade investors are technology based including Apple, Amazon and Alphabet. Recently however, investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?
 

In this short but highly actionable podcast, Jon Tringale of WCM Investment Management outlines:

  • WCM’s preferred stocks in both Asia and the US
  • Why they’ve recently started selling Amazon
  • Which stocks they’re avoiding, and
  • Which companies are best positioned for longer term growth opportunities in areas such as payments.


         

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.