Why Chinese Equities Are Outperforming Wall Street
2025-03-15 07:30:00 ET
Summary
- Has the AI trade moved to China?
- Why Chinese chipmakers may soon change the semiconductor space.
- Chinese markets rise, while Wall Street stumbles.
Chinese stocks have been outperforming their U.S. counterparts so far this year, even amid rising trade tensions between the two countries. Haining Zha, Vice President, and Director for Asset Allocation Research at TD Asset Management, says the market is benefiting from renewed interest, especially in the tech sector, after the release of open-source AI model DeepSeek.
Transcript
Greg Bonnell: Headlines involving trade and tariffs have become an almost daily occurrence, and that uncertainty has, not surprisingly, been fueling volatility in the markets. US equities are now down across the board year-to-date....
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