Equity Mates Investing Podcast Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
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Nov 3, 2025 Eric Wong, Chief Investment Officer and founder of Stillpoint Investments, shares his insights on China's investment landscape. With two decades of experience, he believes China is emerging as a leader in AI, electric vehicles, and renewable energy. He discusses shifting policies and the coexistence of growth opportunities and economic challenges. Wong highlights the importance of selective investing in AI data centers despite chip restrictions and the potential of PopMart's Labubu as a lasting cultural influence. He advises a focused approach for long-term gains in this complex market.
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China's AI Reawakening
- DeepSeek's success reopened the world to China's AI capabilities and narrowed the perceived gap with the US.
- Eric Wong says policy clarity and renewed onshore investor risk appetite also reframed China as an opportunity.
Policy Volatility Cuts Both Ways
- Policy volatility now comes from the US as much as from China, shifting the narrative on 'uninvestability.'
- Wong argues US tariff and chip policy flip-flops have levelled perceptions of geopolitical policy risk.
Select Exposure Within China
- Be selective: choose parts of China’s economy that build for the future and avoid structurally challenged sectors.
- Eric Wong recommends focusing on firms likely to compound over 3–5 years.