BNP Likes Chinese Tech Stocks as AI Rotation Play Unfolds
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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.