Chinese Market Insights
Aswath emphasizes the importance of selective investment in Chinese companies, advising caution with those burdened by debt or real estate holdings. He highlights Tencent as a strong investment choice while acknowledging the limited shareholder power in these firms. The discussion shifts to the implications of Elon Musk's voided compensation package, raising questions about its impact on Tesla's valuation and corporate governance.In this clip
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Prof G Markets
Fourth Quarter Review — with Aswath Damodaran | Prof G Markets
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