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BNC#6: Sean Peche Q&A - Value, buybacks, China, AI and the risks facing passive investors

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Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying, focusing on quality rather than deep value alone. He discussed European banks like ABN Amro and Barclays as attractive investments due to low valuations and dividends. Peche also mentioned his preference for Hong Kong-listed Chinese stocks like Alibaba and Baidu over US-listed ones due to regulatory risks. Despite political uncertainties, he remains focused on fundamentals rather than making investment decisions based on election outcomes.
  continue reading

918 episoade

Artwork
iconDistribuie
 
Manage episode 413011276 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying, focusing on quality rather than deep value alone. He discussed European banks like ABN Amro and Barclays as attractive investments due to low valuations and dividends. Peche also mentioned his preference for Hong Kong-listed Chinese stocks like Alibaba and Baidu over US-listed ones due to regulatory risks. Despite political uncertainties, he remains focused on fundamentals rather than making investment decisions based on election outcomes.
  continue reading

918 episoade

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