AI Monetization and Semiconductor Localization

Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China. Xingchen discusses CIO’s latest upgrades to China tech and offshore Chinese equities, the macro outlook and consumption trends, and the strategic priority of tech self-sufficiency highlighted in the latest Fourth Plenum. The conversation also covers how evolving US-China relations are shaping investor decisions. Tune in for key insights on China’s market drivers and what’s ahead.