Biz Report: The China Drag vs. The AI Boom - Where is the Smart Capital Going?

With fresh data pointing to a clear economic slowdown in China, how heavy is the anchor weighing on global equities? Ryan Huang and Aadil Ebrahim, Group Head of Equities at Klay Group, break down the massive divergence between a cooling Chinese economy and the red-hot AI infrastructure trade. They look at how to allocate capital when Eastern growth stalls, why the US tech sector is splitting into semiconductor winners and software losers, and how a closed Strait of Hormuz and $100+ oil are complicating the new Fed Chair's inflation fight.

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