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Bloomberg Daybreak: Asia Edition
Examining China's Recent Tech Rally
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.
21:40
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Quick takeaways
- China's recent tech rally is driven by technological advancements and governmental support, boosting investor confidence in competitive capabilities.
- New proposed U.S. tariffs pose challenges for China's export economy, yet companies are adapting better than in previous years.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode