• 5 min read
• Published on 25 July 2025
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View the full Basket:China AI
For what feels like an eternity, the investment world has held a rather simple, and frankly lazy, view of Chinese technology. The narrative was that they were brilliant at copying, but not so much at creating. While Silicon Valley was birthing unicorns, Beijing was apparently running a very sophisticated photocopier. I’ve always found this a bit rich, but the story stuck. Now, however, it seems the script is being rewritten, and the new genre is artificial intelligence. Ignoring this shift feels less like prudent caution and more like sticking your head in the sand.
View the full Basket:China AI
The real jolt to the system didn't come from some grand, expensive announcement. It came from a relatively obscure AI model called DeepSeek. When it emerged, demonstrating capabilities that rivalled its Western counterparts at a fraction of the cost, the market took notice. Tencent’s stock jumped 15 percent almost overnight after announcing it would integrate the technology. To me, this wasn't just a flash in the pan. It was a signal that China’s approach to AI might be fundamentally different, and perhaps more pragmatic. They aren't just trying to build the biggest, most power-hungry model. They seem to be building the smartest, most efficient one. It’s less about winning a drag race and more about winning a long-distance rally.
View the full Basket:China AI
What I find most interesting is how the established giants are adapting. This isn't a story about plucky startups, but about behemoths like Alibaba, Baidu, and JD.com finding a new lease on life. They aren't trying to be the next Google or Amazon. They are leveraging their unique strengths. Alibaba is feeding its AI with a gargantuan trove of real-world e-commerce data, using it to solve practical business problems, not chase academic accolades. Baidu, meanwhile, is building its models with a deep understanding of Chinese language and culture, something a foreign competitor could struggle to replicate. Then you have JD.com, which is embedding AI into the very bones of its logistics network, from warehouse robots to delivery drones. They are weaving intelligence into existing, profitable businesses, which strikes me as a far more sensible approach.
View the full Basket:China AI
Another detail that often gets overlooked is the collaborative spirit. In the West, tech giants tend to operate in heavily fortified silos, guarding their secrets with paranoid fervour. In China, we are seeing a different model emerge, one built on strategic partnerships. Why spend billions developing your own AI from scratch when you can integrate a superior, cheaper one from a partner, as Tencent did with DeepSeek? This approach is faster, less costly, and creates a more resilient ecosystem. It’s a strategy that values speed and efficiency over corporate ego, a lesson some of our own tech titans could probably stand to learn. Of course, navigating this landscape requires a certain appetite for complexity and risk. For those considering the theme, a diversified approach through a basket like {{ $json.output.basketName }} might offer exposure without betting the farm on a single name.
View the full Basket:China AI
Now, let’s not get carried away. Investing in China is not for the faint of heart. The geopolitical chess match between Washington and Beijing casts a long shadow, and regulatory crackdowns can appear from nowhere. These are serious risks. However, the counterargument is the sheer, mind-boggling scale of China's domestic market. With over a billion consumers who adopt new technology at a blistering pace, these companies have a home turf advantage that is difficult to overstate. They can test, iterate, and scale new AI features with a speed that is simply impossible elsewhere. While external pressures are real, the internal market could be large enough to sustain growth for a very long time. The story is changing, and it might be time we started paying closer attention.
View the full Basket:China AI
View the full Basket:China AI
View the full Basket:China AI
View the full Basket:China AI
View the full Basket:China AI
View the full Basket:China AI
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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