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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI: You should never write China off, says JPMorgan Asset ManagementAlexander Treves, managing director and investment specialist at JPMorgan Asset Management, says artificial intelligence in China has its own "local characteristics," and the country will "pursue its own path" in light of impediments from the United States.
Persons: Asset Management Alexander Treves Organizations: Asset Management, JPMorgan Asset Management Locations: China, United States
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe continue to invest in China's domestic consumption story and prefer the leisure & travel sectorsAlexander Treves from J.P. Morgan Asset Management breaks down China's import and export numbers and explains the firm's investment position in China.
Persons: Alexander Treves Organizations: Morgan Asset Management Locations: J.P, China
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no 'single best idea' when comparing the Indian and Chinese markets, says JPMorganAlexander Treves of JPMorgan Asset Management discusses the pros and cons of investing in the two markets.
Persons: Alexander Treves Organizations: Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rate hikes by U.S. Fed unlikely to end anytime soon, says JPMorganAlexander Treves of JPMorgan Asset Management says some clarity on the endpoint "would be welcome" but he doesn't think "we're anywhere near that at the moment" as inflation remains persistent.
An employee works on the production line of semiconductor wafer at a factory of Jiangsu Azure Corporation Cuoda Group. China has stepped up investment into its chip industry in a bid to be self-reliant in crucial technology needed for electric vehicles, smartphones and more. U.S.-China tensions have pushed Beijing to be more self-sufficient, and that could be a good thing for innovators in China, according to an investment specialist at JPMorgan Asset Management. In the mid-1990s, Chinese companies were mostly mass market manufacturers of "commoditized goods," he added. "I think that the geopolitical tension you're talking about will just actually supercharge that — because China needs to do these things itself, and they will carry on with progress in that area."
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