As China’s AI ambitions grow increasingly self-reliant, investors are navigating a fast-evolving ecosystem where commoditisation, policy strategy and localised models are redrawing the competitive map.
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The US-China trade war, sparked by US president Donald Trump's tariffs, looks like it is just beginning, with global markets set to be on a roller coaster for weeks; China has now retaliated further.
Global stock markets are tumbling as US president Donald Trump unveils sweeping global tariffs, with many Asian economies hit hard; many fear the move could spark a global trade war as China's retaliation to hit US chip imports, and US recession fears climb.
Analysts are betting that US president Donald Trump and his Chinese counterpart Xi Jinping will strike a deal, which would spur US players to buy Chinese stocks, just as overall sentiment for mainland China and Hong Kong improves.