Market Mover L’exploit dell’azionario cinese
Jul 8, 2025
Giacomo Kalef, Country Manager of NF Partners, dives into the remarkable 30% gain of the Hong Kong index over the past year, analyzing its outperformance against global markets. He discusses the fierce competition between China and the U.S., especially in technology and AI. The podcast highlights the shift in China's tech strategy to improve self-sufficiency and innovation while addressing economic challenges. Kalef also evaluates the potential of Chinese technology stocks and the crucial need for discerning sectoral investment in this evolving landscape.
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Chinese Stock Surge Vs. Global Markets
- The Hong Kong stock index has outperformed major global indices by over 30% in the past year.
- This surge contrasts with China's previous post-Covid market lag behind Western markets.
China's Economic Recovery Insights
- China's greatest ongoing challenge is stimulating domestic consumption despite fiscal efforts.
- Nevertheless, key urban centers like Taiwan cities are showing signs of rapid economic recovery.
China's Tech Push and Autonomy
- Despite strict government control, China is relying on private companies to advance tech competitiveness.
- They aim for domestic production of chips and cloud services to reduce US dependency.