APAC markets; AI not yet boosting profits today, helps structural case tomorrow

Takeaways from our inaugural APAC Conference

BofA Global Research hosted its inaugural APAC Conference earlier this month. Timing was opportune. The Chinese CSI 300 Equity Index has outperformed the S&P year-to-date, following years in which the opposite was true and that's helped to pique investor interest. Over 1,200 investors and 300 corporates attended. Winnie Wu joins us to discuss her takeaways from the conference and her views on markets. Winnie believes Chinese equities will remain relatively more attractive in the EM context given the lower valuation and better growth potential for China. She adds China and Korea in particular are very well positioned to leverage AI to help offset their demographic challenges and can potentially achieve higher than expected long-term GDP growth thanks to AI-driven efficiency.

 

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