Buy Hold Sell: China v US

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