Chinese technology giants are outpacing their US rivals, driven by the rapid advancements of DeepSeek, which has bolstered confidence in China’s AI capabilities. DeepSeek‘s breakthroughs have accelerated investment in China’s top technology firms, helping them gain an edge over American tech giants. A portfolio of China’s top seven technology firms, labeled the ‘7 Titans’ by … Read more
The thesis for investing in China is improving underpinned by a combination of market performance and tailwinds from DeepSeek‘s AI breakthrough to better-than-expected U.S. relations, according to analysts at Bank of America Securities. Under the sub-heading “From ‘tradable’ to ‘investable’” the investment bank’s China equity analysts noted that long-term reforms such as rising dividend payments … Read more
Seth R Freeman of GlassRatner Advisory & Capital Group, says yesterday showed some reaction to serious worries about Trump’s tariff plans. It’s still not clear which tariffs will be put in place immediately. He isn’t starting them with China just yet. Instead, he is using the threat of tariffs to pressure Colombia into taking back … Read more