Tencent & friends are trading like the AI boom never happened. Is the next rotation already setting up?
China's Great DivideChina's market is becoming a tale of two very different trades. Deep-tech and innovation stocks continue to power higher, while China's internet giants remain stuck in the penalty box. If leadership broadens beyond AI hardware and semiconductors, China's forgotten giants may have the most catching up to do.ChiNext
China is gaining momentum with its home-grown Nvidia rivals, and it could be the next DeepSeek moment.
Tencent leads pack, but country’s largest listed firms remain dominated by state-owned banks, energy producers and consumer…
China is lagging the US badly in the AI race as top stocks like Alibaba, Tencent, and PDD Holdings plunge amid US stocks surge
Mirroring the US dynamic, China’s semiconductor industry is the key beneficiary of a national drive to dominate the tech…
Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness…
While Chinese tech stocks have sold off along with U.S. names in the last several days, analysts say there's a fundamental…
