Tech Opportunities in Emerging Markets: China, India & More
Schwab Network · Schwab Network
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Show Notes
Emerging markets are having a moment, and Kevin T. Carter discusses the changing dynamics catalyzed by the Deepseek AI announcement. He thinks China tech stocks are still undervalued and have more bullish potential ahead. Kevin turns to India, calling it a “perfect emerging market:” scale, growth, demographics and “incredible human capital” and its digital infrastructure have made its long term prospects look “quite good.”
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