Giacomo Kalef

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.