Why Some Investors Are Reopening The China Tech Question Now

A few years ago, many global investors put China in the “uninvestable” box.

In this Tech Innovation Deep Talk clip, the conversation explains why that framing is being challenged again.

Key ideas in this segment

China shifting from value chain manufacturing to innovation competition in a winner takes all tech race

What it means if parts of the China market become less reachable through US brands and more reachable through local leaders

Why the valuation gap matters if you are allocating to AI and growth assets

This is not a cheerleading story. It is a portfolio question about access, competition, and pricing.

#CNQQ #Rayliant #China NextGen tech wave #ChinaTech #Investing #ETFs #GlobalInvesting #AI #GrowthStocks