Buy Hold Sell, by Livewire Markets
Business:Investing
I
t's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US.
I think we can all agree that the US won the first round. But now, with rising rates, political friction, and the very real possibility of recession the future remains rather uncertain.
But that's not to say China's a sure bet. After all, it's led by a communist government that is increasingly cracking down on some of the country's biggest monopolies. And while the modernisation and urbanisation of its economy may have spurred global growth over the past few decades, there are clear signs that this is now slowing down.
So Livewire's James Marlay was joined by Antipodes' Jacob Mitchell and Platinum's Andrew Clifford for a unique new format of Buy Hold Sell. In this episode, we asked our guests to choose between six different Chinese and American giants, but they could only buy three.
And for the investors with a penchant for global value, we asked Jacob and Andrew to name one company that they believe is a leader in its industry in for some nice returns in the future.
Note: This episode of Buy Hold Sell was shot on Wednesday 27th April 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-china-v-us
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast