Dynamic Planner’s Abhi Chatterjee: AI is a real game changer
The chief investment strategist says the advent of DeepSeek is directly challenging the established order of AI and transforming the running costs, too
China
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Markets rise on US/China tariff breakthrough
Both sides have cut tariffs for a 90-day period – but there is still work to be done to reach formal agreement
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Scottish Mortgage’s Slater: AI is in demand – but it needs to be dirt cheap
Leading US software is too expensive to be adopted universally, but Chinese disruptors could meet that demand more affordably
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Four views: AI powers Chinese stock rally
Four experts share their view on Chinese equities as investor sentiment improves due to the success of the DeepSeek launch
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Jupiter closes GEM Focus ex China fund
Decision taken after assets dropped below an economically viable level
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Aberdeen: Six key repercussions of Trump’s tariffs
Aberdeen Investments’ chief economist Paul Diggle looks through the noise of recent weeks
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Markets fall further as US/China trade war escalates
Imposition of additional tariffs sends another ‘jolt of pessimism’ through markets
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Man Group: Is this just the start for AI in China?
DeepSeek’s eureka moment is little more than the firing of a starting pistol for AI innovation in China, writes Andrew Swan
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Morningstar: The value hotspots to watch as global markets shift
Promising opportunities are arising in Asia as global markets shift away from the US, writes Raymond Sham
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Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
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JPM: Finding opportunity amid the vastness of emerging markets
With an investment universe of over 1,300 companies across 24 starkly different economies, selectivity is crucial, writes John Citron
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Fairview’s Yearsley: China dominates February amid tariffs and DeepSeek innovation
UK market ‘chugging away’ with 2% gain