The success of Chinese artificial intelligence (AI) start-up DeepSeek is prompting investors to reassess the nation’s technology companies.
The Hang Seng Tech Index, whose biggest members include Tencent Holdings, Alibaba Group Holding and Xiaomi, approached a four-month high on Thursday, after rallying more than 10 per cent over the past two weeks, while the broader Hang Seng Index climbed about 6 per cent. As shown on the chart below, the valuation gap between Chinese stocks and the Mag7 remains massive. Source: Compounding Quality @finvibe
We don't necessarily see many China cars in so-called "developed countries".
But in the rest of the world, the number of Chinese cars we can see on the road is shocking. No surprise to see the numbers of Chinese cars exports skyrocketting as shown on this chart courtesy of Lyn Alden.
This is what FOMO-ing into China tech stocks looks like.
Source: Brian Tycangco 鄭彥渊 @BrianTycangco on X
Here's how Chinese stocks have done since they all told you that Chinese stocks were going to crash because of something they're calling "Tariffs"
Source: J-C Parets
Western Biotech’s “DeepSeek Moment” – China’s Rise in Pharma Innovation.
A WSJ artivcle >>> https://lnkd.in/eSua5PBt The WSJ article opens with how Summit Therapeutics’ cancer drug, licensed from China’s Akeso, outperformed Merck’s $30B Keytruda. But apparently this isn't all that special — Chinese companies now account for 31% of major pharma licensing deals, up from just 5% in 2020. Why Chinese Biotech Is Winning ✅ Lower costs & streamlined clinical trials ✅ Lean operations with minimal bureaucracy ✅ Better drug candidates at lower prices ✅ Faster R&D with Wuxi and other CDMOs driving efficiency Source: Rui Ma 马睿 on X, WSJ
BREAKING: Beginning Monday, China will implement tariffs of up to 15% on $14 billion in U.S. exports, including LNG, coal, crude oil, farm equipment, and select vehicles.
Looks like China is fighting back against Trump's 10% tariffs on Chinese imports that he announced last week... Source: Financial Times
China's retaliatory tariff will hit the United States today.
Here is how the U.S Corporations and consumers will be impacted. Source: Unicus @UnicusResearch
Xi’s Reply to Trump Tariffs Shows China Has More to Lose - Bloomberg
https://lnkd.in/ez4qCpZa Source: Bloomberg thru C.Barraud
