Grace Glockner

Helen Zhu, Managing Partner and CIO at NF Trinity, shares insights on early US discussions about Nvidia’s H200 chips for China, impacts on supply chains, and current market risks. She details the unwind of the AI trade, warning about credit risks and systemic vulnerabilities. Grace Glockner from Scharf Investments discusses low consumer sentiment and a K-shaped recovery, advising a pivot towards steady companies like those in healthcare rather than high-flying AI stocks. They highlight the importance of selective opportunities for the year ahead.