BlackRock Suggests It's Time for 'Bottom Fishing' in Chinese Tech

The video discusses the emerging split between US and Chinese tech markets, focusing on macro risks and policy tightening in China. It highlights valuation differences and investment opportunities, particularly in the context of geopolitical and supply chain risks. The discussion also explores opportunities beyond major Chinese tech companies, emphasizing growth in cloud technology and government projects. The unique dynamics of the Chinese tech sector, including its insulation from international competition, are also examined.

What is the expected time horizon for growth in the tech sector according to the discussion?

In what ways are the dynamics of the Chinese tech sector different from developed markets?