Tiffany Hsiao

Tiffany Hsiao, a Portfolio Manager at Matthews International Capital Management, discusses the USTR's findings on China’s semiconductor practices and the potential for a dual AI ecosystem. She also highlights China's pursuit of domestic AI hardware and the implications of its robust power infrastructure. Chris Kampitsis, Managing Partner at Barnum Financial Group, analyzes the surprising 4.3% GDP growth and its effects on Federal Reserve policy, while advocating for a barbell investment strategy and caution around tech valuations.