The Minutes of David Tepper on china https://minutesof.com/david-tepper/on/china/ Everything David Tepper has said on China: 7 verbatim quotes between September 2024 and September 2025, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:30 +0000 Tepper says Chinese stocks trade at low teens multiples versus US, making them relatively interesting. https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ “I mean, I think the move has been good, the earnings unlike here are still relatively low. I mean, you're, you know, you're talking, you know, low teens versus where we are.” — CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 china Tepper calls 25% or 50% tariffs destructive, drawing a line above 10% levels. https://minutesof.com/q/411063b5-256e-4121-8b1a-ca67ceaf5cf6/ https://minutesof.com/q/411063b5-256e-4121-8b1a-ca67ceaf5cf6/ “I don't love the the 25% or the 50% tariffs. I think they're a little bit destructive.” — CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 china Tepper says Chinese central banker Pan Gongcheng exceeded expectations by promising to do more and more if nee https://minutesof.com/q/9633ddb9-6c54-49da-860f-84e9d6679d0f/ https://minutesof.com/q/9633ddb9-6c54-49da-860f-84e9d6679d0f/ “It's like, woah. Jovial saying we're gonna cut and we're gonna and we'll give you more. And he said, we'll do more and more if needed.” — CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china Tepper emphasizes that China's commitment to do more is very strange language especially for Chinese central b https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ https://minutesof.com/q/781229f1-99e4-4024-bb8d-2dbbceb1acf6/ “Now the Chinese to say we'll do more and more if needed, they don't say that because it's not been healthy to say those sort of things in China.” — CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china Tepper says China is creating swap facilities to buy stocks as part of aggressive easing measures. https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ “And they're gonna be they're aggressive in how they're gonna do it, and they're they're also, believe this or not, swap facilities to buy stocks.” — CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china Tepper describes China lending money for stock buybacks with no downside risk for borrowers. https://minutesof.com/q/e991d368-bc73-416d-9a06-b88d6fd152d8/ https://minutesof.com/q/e991d368-bc73-416d-9a06-b88d6fd152d8/ “Not only encouraging it, lending you money to do it. And they're giving money like health money where you can put money out and you have no losses if you wanna do it.” — CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china Tepper says if China stimulates successfully and animal spirits return, Japan will be a major beneficiary. https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ https://minutesof.com/q/4db361d8-0fec-4698-86c1-5c462c70540a/ “If you look what happens, if China runs and they get the economy going and you get the animal spirits going, what happens?” — CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 china