Australian Investors Podcast The rise of China tech: innovation, valuation & global impact – with Billy Leung from Global X
In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss:
- Why China’s innovation agenda is reshaping global tech
- Made in China 2025 & its impact on EVs, AI, and robotics
- The valuation gap between Chinese and US tech giants
- How investors can access Chinese growth through ETFs like DRGN
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- Why Chinese innovation is no accident
- Made in China 2025: a 10-year strategy unfolds
- EVs, AI, robotics – sectors to watch
- Valuation disparity: China vs US tech
- BYD, self-sufficiency & strategic independence
- Understanding H shares vs A shares
- Stock Connect & foreign investor access
- Risks, misconceptions & the road ahead
- Final thoughts & how to learn more
📄 Learn more about investing in China:
- Global X China Technology ETF (ASX: DRGN): https://www.globalxetfs.com.au/funds/drgn/
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This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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