Weekly Podcast and Snapshot

The rise of the Terrific Ten Chinese tech stocks


Following the US tariffs and US restrictions applied on China since the first Trump administration in 2018, the Chinese government noted the importance of not relying on outside countries and has since encouraged domestic technology self-sufficiency.

The technology sector (semis, AI, robotics) is one of the main sectors growing locally with companies developing internally. Tech stocks have indeed seen a resurgence after China’s “DeepSeek moment” with a rally since the beginning of the year boosted by internal and external investments.

Humanoid Robots constitutes one of the industries with great potential as it can have applications in (a) industrial & manufacturing; (b) in service sectors and (c) in home assistance. The industry, dominated by China which is producing the majority of the necessary components, is expected to grow in the coming years with the acceleration of related tech and fallen prices of humanoid robots.





The rise of the Terrific Ten Chinese tech stocks

In this podcast, Edmund Shing analyzes why Chinese technology stocks—despite their past volatility—are currently more attractive than the U.S. 







Snapshot
 

In this article, Hiba Mouallem, Investment Strategist, analyzes and deeps dive into that subject including macroeconomic updates, sector performance, and strategic positioning.




PODCAST

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#PODCAST

Uranium: a key zero-carbon baseload energy source

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-06-2025
11 mins
#PODCAST

#PODCAST

German elections: implications for the economy and markets

Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss the impact of the German elections from a macroeconomic perspective and the implications for the markets.

Guy Ertz
Guy Ertz
28-02-2025
11 mins
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#PODCAST

Tariff Man

Edmund Shing, Chief Investment Officer, and Guy Ertz, Deputy Chief Investment Officer, discuss Donald Trump’s tariff announcements, his real intentions and the potential impact.

Edmund Shing
Edmund Shing
06-02-2025
10 mins
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#PODCAST

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US growth concerns and the attractions of infrastructure

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential disconnect between the stock market rebound and the risk of US economic growth slowing down.

Edmund Shing
Edmund Shing
21-05-2025
9 mins
#PODCAST #SNAPSHOT


SNAPSHOT

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