Throughout July, Hedgeye CEO Keith McCullough will be joined by four leading investment strategists for a special Real Conversations series, The Great Reopening: Investing Implications In A Post-Pandemic World.
In this edition of our webcast series, Keith is joined by our very own Felix Wang, Hedgeye's China analyst. Watch below for the full webcast.
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McCullough: To your point, if you don’t have edge people aren’t going to pay you. So the measuring and mapping of data centricity to your product, your ability to contextualize it for illiterate people like me when it comes to anything on China (not Macro, but bottom-up), but culturally how big a difference is it and how much time do you have to spend when speaking to US centric investors that are trading or investing in Chinese stocks? Use me as an example, the questions I ask you sometimes, you must be thinking like how do I not just say, “Come on man, you got to know this.”
Wang: Because there are things that Chinese citizens value more. They have a different type of lifestyle than here in the U.S. When I first started this business model, some of the companies I kept talking about were Huya (HUYA), Doyu (DOYU), and YY (YY) with livestreaming.
This is a concept that in the US, sit still hasn’t really gotten popular because people don’t understand it. Why are you pitching me products and signing at the same time? It doesn’t make sense. It’s different.
For access to the rest of our "The Great Reopening" interviews, click here.
MORE INSIGHT WITH FELIX
Felix recently unveiled his China Pro sector research product, covering an array of Chinese equities and broader market/economic trends in the country to keep investors aware. Click here to get a free 30-day trial of "China Pro" (no credit card, no strings attached).