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Podcast Episode

Talking Heads - Is the market underestimating China’s AI potential?

Investment Insights··25 September 2026·11 min

About this episode

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. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/am Hosted on Ausha. See ausha.co/privacy-policy for more information.