Bigger pic: China’s tech catch up and what it means for investors

From DeepSeek’s AI breakthrough to Alibaba’s chip ambitions and Meituan’s open-source model, it’s no question that China’s tech is rising fast. With policy tailwinds, a massive domestic market, and a wide valuation gap, investors are asking: can China rival U.S. tech dominance?

Join Dan Koh as he speaks to Sean Teo, Sales Trader at Saxo, on China’s tech momentum, Nvidia’s challenge, and how investors can position. Plus, a look at the U.S. jobs report, inflation, and whether a Fed rate cut is coming this September.

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