

Examining China's Recent Tech Rally
21 snips Feb 19, 2025
Join Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas, and Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, as they dive into China's booming tech sector. They discuss the recent surge in tech stocks fueled by government backing and innovation in AI and robotics. The conversation shifts to the potential impacts of proposed U.S. tariffs on global markets, highlighting how China navigates trade challenges while affecting Japan and Korea. Discover the shifting investment landscape and the resilience of emerging markets.
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Chinese Tech Perception Shift
- The success of DeepSeek R1 changed investor perception of Chinese tech.
- It showed that Chinese companies can compete globally at lower costs.
Investor Focus Shift
- Investors are becoming more selective, focusing on software over hardware in Chinese tech.
- This mirrors a similar transition seen in the U.S. market with AI.
Robotics in China
- A robot's appearance in the Spring Festival Gala highlighted Chinese robotics advancements.
- The CEO of the featured robotics company met with President Xi, suggesting policy support.