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: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
Buy Hold Sell: 5 undervalued growth stocks
How to uncover the next Afterpay
Buy Hold Sell: 5 undiscovered micro-cap gems
Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners
Volatility ahead, why these fundies aren't selling yet
Buy Hold Sell: 3 outstanding results and 2 shockers
Buy Hold Sell: 3 tech titans and 2 long-term winners
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