China AI bubble threatens to blindside underweight investors. Valuation gap hits record extremes QQQ trades at 6×, KWEB at 1×
Chinese AI may be the next speculative bubble left unexplored. Investors are overwhelmingly underweight China equities after two decades of underperformance versus U.S. stocks. That neglect is now colliding with an AI boom fueled by rising confidence and state support. … Read more