Asia's Tech Edge
You also have a holding in Baidu (BIDU). What do you like about it?
Baidu is the leading online Chinese search company through specialized Chinese search. It has been gaining more market share recently. I think the online-search industry is very competitive in China and competition will probably get fiercer in coming years, but the online-search industry in China is still relatively small compared to the U.S. So I think all the companies
You're overweight Indian equities, but they still only account for 9% of your portfolio, compared with 17% for China. Why the gap? Is the pool of Indian stocks just shallower than China?
There's a smaller population of companies in India, and it's hard to find high-quality companies there. The industries are very narrow,
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