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

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.