27 February 2025

DeepSeek is much more than the Sputnik Moment

The rise of Chinese innovation, exemplified by platforms like DeepSeek, TikTok, and Temu, highlights the country’s rapid technological advancements driven by intense domestic competition and a shift toward high-quality, sophisticated products. With a strong foundation in robotics, renewable energy, and AI, China is poised to extend its cost and quality advantages globally, reshaping industries and challenging traditional leaders in the tech and manufacturing sectors.

25 February 2025

Beyond the Ban: When West meets East

Fleeing a potential TikTok ban, millions of American users joined RedNote, skyrocketing its downloads worldwide. This unexpected migration fostered cross-cultural exchanges, breaking stereotypes and sparking newfound interest in Chinese culture.

5 February 2025

DeepSeek shocks the AI world

DeepSeek’s latest open-source AI model has stunned the industry by matching top-tier performance at a fraction of the cost, challenging closed-source giants like ChatGPT. Its success highlights the potential for cost-efficient AI development and raises questions about the future of open-source innovation in a rapidly evolving field.

3 February 2025

2025 Outlook: Opportunities in Emerging Markets

In the 2025 outlook, Dr. Joseph Lai explores investment opportunities within emerging markets. With attractive valuations, robust economic growth, and high-potential regions like China, Vietnam, and Indonesia, these markets present a strategic advantage. He also highlights the transformative impact of AI advancements, positioning these markets as key drivers of global innovation.

31 January 2025

Fundie says this Chinese video app could be the next TikTok

A rising Chinese video app is being touted as a potential competitor to TikTok, thanks to its innovative features and rapidly growing user base. The app’s success underscores the fast-paced and highly competitive nature of China’s tech industry, where new platforms frequently disrupt the market.

30 January 2025

Don’t rubbish DeepSeek hype so quickly, say top Asia fundies

Chinese AI company DeepSeek could be a major disruptor despite uncertainties around its cost claims, as AI computing costs fall and Chinese firms optimise training due to US chip restrictions. This may shift focus from chipmakers like Nvidia to companies leveraging AI for cost savings and growth, signalling a broader industry transformation.

16 January 2025

2025 EM Outlook: Reading the tea leaves

Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors to capitalize on growth potential in a shifting global economic landscape.

13 January 2025

Could Trump 2.0 actually benefit the China-US relationship?

Joseph Lai share his insights on US-China trade dynamics, highlighting the limited impact of tariffs on US inflation, potential easing of tariff tensions, benefits to economies like Vietnam and Indonesia, and China’s efforts to stabilise its economy through targeted measures like subsidies and policy adjustments.

26 November 2024

The Indian Slowdown

While the long-term fundamentals remain attractive, the high valuation of the Indian market and a rather notable slowdown in economic activities will impact stock market performance.

13 November 2024

The China Pivot: Progress so far

China’s policy shift aims to tackle deflation by revitalising the property sector and supporting the stock market with targeted liquidity. Key measures include the government buying old properties and providing financing for developers, all designed to restore confidence and spur economic recovery.