DeepSeek’s rise is the catalyst that will prompt global investors to allocate more toward Chinese stocks, even as economic worries persist, analysts predict. “Before the overarching talk was, China is uninvestible. … Now you definitely see people start thinking it probably helps to have China,” said Liqian Ren, leader of quantitative investment at WisdomTree. It’s a realization that “the macro environment can be still cool in China and you still see innovation,” Ren said, adding she…
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https://www.cnbc.com/2025/02/09/deepseeks-ai-breakthrough-could-get-global-investors-interested-in-china-again.html