Jim Thorne

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.

Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, shares insights on the shifting landscape of alternative assets, emphasizing his bullish outlook on Bitcoin while predicting a pause for gold. He discusses the implications of new fiscal policies and AI investments on market growth. Thorne argues that while regional banking troubles don't signal a crisis, tariffs are mere negotiation tactics. With a focus on 100% CapEx expensing, he highlights the potential for corporate growth in tech and energy sectors. Expect Bitcoin to lead, while gold consolidates.