Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
Behold: The Dawn Of A New Chinese Tech Bull?
Don't look now, but big Chinese tech's in a bull market.
After falling more than 20% from the best
If I were Ma, I wouldn’t eat or drink anything at that “symposium”. Or make any remarks that aren’t pre-approved by Xi.
It appears that money that flowed out of Chinese shares to Indian shares is coming back.
Our own tech titans miust have been paying attention to Ma’s experience. That would explain why they’ve been so obsequious to our own dear leader.
Chinese AI stocks are a no-brainer for me… driven by a centrally planned economy under a regime determined to win the AI race. The CCP’s focus is clear—massive resources flow into tech and AI to assert global dominance. The Chinese New Year celebration reflects this political agenda, signaling where money is heading. While it’s a gamble on politics, the evidence of state support is undeniable, making this a high-risk but potentially lucrative play.
You reckon Xi’s going to let foreign capital reap a big windfall from China’s domestic AI industry?
As investor/speculator, why can’t?