DeepSeek marks the turning point – The China discount is facing a reevaluation!
China is more innovative than many believe – and the market will soon price it in!
China on the rise – The market can no longer look away!
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"2025 will be the year when the investment world realizes that China is surpassing the rest of the world”, Deutsche Bank writes succinctly in its research paper "China Eats the World” – China's high-tech offensive in AI, electric vehicles, and Industry 4.0 is in full swing. Yet the China discount remains stubbornly persistent, even though it seems long overdue. Yes, there are risks: ADRs remain regulatorily vulnerable, and Beijing's interventions have shaken confidence in the past. China has learned lessons from the tech crackdown, but...
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