Bigger Pic: Trade Tensions, Data Gaps and the Race for AI Leadership

Asian markets are navigating a mix of US China trade friction, shifting policy signals from Beijing and a fast intensifying global AI race. Uday Vikram, co-CIO of Klay Group breaks down how these crosscurrents are shaping equity leadership across the region. He looks at how China’s move to withhold private home sales data affects investor confidence, where the next wave of AI driven performance may come from and what hedging or diversification strategies matter most in a year marked by uncertainty.

Produced/Presented: Ryan Huang

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