Aram Babikian

Aram Babikian, Head of Xtrackers Wealth at DWS and an expert in ETF and technology investing, dives into the intersection of geopolitics and tech. He explains the importance of 'critical technologies' and how the US–China rivalry is reshaping capital flows. Aram reveals how geostrategic risk ratings guide investment choices, leading to the exclusion of major players like Apple and Tesla due to their ties to China. He emphasizes the potential of tech investments aligned with national security, highlighting companies like Palantir and Rolls-Royce as strategic opportunities.