Talking Heads

Is the market underestimating China’s AI potential?

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Is the market underestimating China’s AI potential?

Published on September 24, 2026

•Talking Heads

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of Talking Heads, Daniel Morris, Chief Market Strategist, and David Choa, Head of Greater Chinese Equities, discuss why domestic substitution and technological disruption make China a potentially compelling source of diversification for global asset allocators.

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