Beeneet Kothari, head of Tekne Capital, is optimistic about China's investment landscape, drawing from two decades of experience in the market. With a 22% return last year attributed to Chinese investments, he likens the current economic climate to a ripe opportunity, emphasizing that significant fall-offs in stock values create potential for future gains. He acknowledges the challenges posed by trade policies under Trump's administration but believes that the departure of Western capital has made it an even more attractive investment. Kothari predicts a surge in innovation and investments, particularly in AI and tech companies, over the next couple of years.
You've woken up the giant at the same time as it's cheap.
The starting point on China is very different today than five years ago.
When stocks go down 90%, it's time to start asking what can go right. That's where you are with China.
Not dozens, not hundreds, but thousands of models get launched over the next two years.
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