Comments by "Samson Soturian" (@samsonsoturian6013) on "Carlyle's Lee Says Many Firms Are Underinvesting in China" video.

  1. You'll see a lot of Chinese firms trading at ridiculous multiples. For a lot of them, the market is simply pricing in the higher risks most Chinese firms pose.
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  2. His accent says otherwise. Let me look him up... He's from New York and is the director of the US-China Business Council (a non-profit encouraging US-China trade and investment) as well as the director of Carlyle asset management which is also invested in China. More than likely, he should have disclosed in the interview he has a bunch of calls on Chinese stocks that will expire worthless. Because the interview screams Conflict of Interest.
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  3. The jargon is the "market is pricing in risk."
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  4. There most likely won't be any word at all until the day they're banned (if they are).
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  5.  @Leshic2  yep, I heard of him. Not the first time he did something lawful but awful too.
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