For subscribers
China’s AI boom is changing the game for equities investors
Sign up now: Get ST's newsletters delivered to your inbox
Investing in China presents a high-reward contrarian opportunity.
ST ILLUSTRATION: KAILI LIM
- Chinese equities are rebounding after a tech crackdown, spurred by AI innovation like DeepSeek's low-cost AI model, rivalling OpenAI's ChatGPT.
- China is shifting towards policy support for tech, aiming for technological self-reliance, with key sectors like AI and semiconductors benefiting from investment.
- Despite risks like property issues and trade tensions, China's economic model is evolving towards innovation, presenting opportunities for patient investors.
AI generated
SINGAPORE – Five years ago, technology consultant Peter Wong watched his emerging market fund sink into the red after China clamped down on the monopolistic behaviour of its giant internet platforms.
