Taiwanese semiconductor giant TSMC has a sizeable lead in the chip industry which its competitors will struggle to catch up with, according to Kamil Dimmich, a portfolio manager at North of South Capital.
Is Nvidia cheap?
"Some of my colleagues think Nvidia is cheap and there's certain scenarios you could put together where Nvidia is cheap.
The portfolio manager does not have holdings in Tencent , even as several investors consider it as a stock to watch out for.
"If people remain negative on China [and start] selling China, like there's no tomorrow, then maybe [Chinese] stocks will go sideways.
Persons:
Kamil Dimmich, Dimmich, They've, they're, TSMC, there's, —, Tencent, it's
Organizations:
South, Samsung, South Emerging, Equity, Technology, Nvidia, Vipshop Holdings
Locations:
Taiwan, TSMC, China, Tencent