Christophe Barraud: China fund managers focus on leading AI firms amid narrowing rally

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Christophe Barraud: China fund managers focus on leading AI firms amid narrowing rally — China fund managers concentrate on AI leaders

Christophe Barraud, chief economist / strategist at Market Securities, reports that fund managers in China are adjusting their strategies to focus on leading companies in the AI industry capable of fulfilling orders and handling capacity challenges.

This shift comes as the broader market rally in China has narrowed since May, according to a report by the China Securities Journal.

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Barraud has tracked key signals in global markets in recent weeks. He highlighted a heightened focus on U.S. inflation data as expectations rise for a possible Fed rate hike. Barraud also noted that Apollo’s private credit fund faced 17% redemption requests as investor activity increased.

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