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Are Kuaishou Valuations Justified?

Are Kuaishou Valuations Justified?

Morning Brief

February 9, 20219m 1s

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Show Notes

China’s market regulator released new anti-monopoly guidelines on Sunday targeting internet platforms, tightening existing restrictions faced by the country’s tech giants. What are the short-term and long-term effects of these guidelines on Chinese tech?

The Morning Run speaks to Brock Silvers, Chief Investment Officer at Kaiyuan Capital, about this, Kuaishou nearly tripling on their first day of trading, where TikTok stands in all this, and other Chinese tech names that could be promising.

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