Brian Beitner | Source | Managing Partner at Chautauqua Capital Management
Brian Beitner
Managing Partner at Chautauqua Capital Management
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Employment
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Chautauqua Capital Management
Managing Partner
started Jan 2009
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Micron Technology, Tencent and two dozen other companies most likely to benefit from a China trade deal
Investors have been holding back until President Trump’s negotiators complete talks with the world’s most populous nation.
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This will be an area where China draws the line.
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If you have a company like ASML that is mission critical to its customers, be they Taiwanese, American or Chinese, no matter the trade tensions, they are going to get orders.
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