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Chinese competitors

also referred to as: chinese competitor

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2024 by Sanjay Ayer · across every show →

Everything said about Chinese competitors, oldest first

Feb 5, 2024 bearish
Insight
Chinese competition threatens expected cyclical rebounds in semi equipment and life sciences
“I think where investors would be liable to get tripped up in these industries here is the snapback tends to be less sharp than expected because there's emerging competition from Chinese competitors.”
Sanjay Ayer Feb 5, 2024 ▶ 54:50 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Feb 5, 2024 positive
Insight
Researching emerging Chinese competitors yields higher ROI than re-studying Danaher
“For instance, if I'm looking at Danaher, am I better off from a team return on time standpoint reading another case study on Danaher business system or researching a local Chinese competitor that's up and coming? And our view is the latter is at this point in …”
Sanjay Ayer Feb 5, 2024 ▶ 55:27 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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