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China could offer a defensive option if the AI bubble bursts: Expert
Source: youtube.com
Emerging MarketsEconomic DataConsumer Demand & RetailArtificial IntelligenceInvestor Sentiment & Positioning
Richard Harris, CEO of Port Shelter Investment Management, describes China’s economy as two-speed, with strong technology activity but weak consumer demand. He says China could serve as a defensive option if an AI bubble burst triggers a sharp U.S. selloff in 2027.
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