"Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity
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AI exuberance and a pullback in consumers create a "tale of two Chinas," according to Henry Greene. He uses international ETF trends to show how the divergence is widening and explains why global investors are favoring South Korea over China. However, Henry suggests that investors pay attention to Chinese internet providers as tentative beneficiaries to come in the AI trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us
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