This may be the ‘missing piece’ for investors looking to boost AI exposure
Why now
Thesis: China framed as under-owned AI exposure play
Catalyst to watch: Fund flows or China tech earnings
Main risk: Opinion only, no supporting data given
Why it matters
A portfolio manager argues China exposure is the missing AI allocation, which could draw flows into Chinese tech equities.
Details
Matthews Asia portfolio manager Andrew Mattock delivers a strategy that revolves around the world's second largest economy.
Related assets & topics
ChinaKraneShares China Internet ETF · KWEBChina Large Cap ETF · FXIiShares MSCI China ETF · MCHIXtrackers CSI 300 ETF · ASHRSources
- cnbc · 2026-09-26 15:00 UTC