Ur ett investeringsstrategiskt perspektiv kombinerar Kina strukturell tillväxt, teknologiska framsteg och ett växande globalt ledarskap. Landet framstår inte enbart som en tillväxtekonomi utan även som en teknologiskt planerad ekonomi med tydliga globala ambitioner

The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horizon and created a more complex investment environment.

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.