BNP Likes Chinese Tech Stocks as AI Rotation Play Unfolds
Share
Sophie Huynh, portfolio manager at BNP Paribas Asset Management, discusses the outlook for tech stocks and why she sees value in China. "In a world where Europe is stuck in the middle, we could come to a world where the AI frontier models in the US stay in the US, but China at the same time is just six months behind," Huynh tells Bloomberg Television.
More from Australia
Woodside Energy outlines strategy targeting US$40B cash flow
News Corp posts US$2.28B first quarter revenue
REA Group Q1 revenue increases 11% to $450M
Light & Wonder Q3 net income lifts 17% to US$133M
National Australia Bank reports $6.14B in full-year profit
EY Australia launches new public interest council