Wednesday, March 12, 2025

China - Investable Again?

PODCAST: Martin Wolf talks to Keyu Jin: Has China’s economy run out of gas?
https://www.ft.com/content/c7bf9049-c0c7-4deb-a535-d18996432211


China: Investment Opportunity or Uninvestable?
https://www.morningstar.com/stocks/china-investment-opportunity-or-uninvestable
Strong recent returns could be a sign of better days ahead—or they could be another false dawn. 

Is China investable again?
https://www.ft.com/content/e526fb77-6d94-4968-83fc-ba51d6dcbc3d
It always was — at the right price and for those with eyes wide open to the economic downside. 


China’s Manus Follows DeepSeek in Challenging US AI Lead
China’s superpower of scaling will spur DeepSeek’s competitive threat
https://www.ft.com/content/45e68ec1-d370-486b-958b-ecfae0def2d9
The Chinese AI start-up should worry Silicon Valley and investors betting on US exceptionalism.

What Slowdown? Xi Says China Must Win the Global Tech Race.
https://www.nytimes.com/2025/03/11/world/asia/china-xi-trump.html
Xi Jinping wants China to surpass rivals as a tech superpower, undeterred by economic woes or trade wars. Critics ask if this focus neglects struggling citizens.