In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.
Category Archives: Ben Graham
Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Tech Strategy – Daily Article)
There is a lot of political uncertainty around China tech stocks these days. But this is not anything new. China and other rapidly developing economies always have greater uncertainties. And I think avoiding such uncertainties is not a great strategy. It’s better to learn to navigate them. The person that comes to mind for this […]