Deutsche Bank Global CIO: AI is not a bubble, China's assets are becoming more attractive

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Deutsche Bank’s Global Chief Investment Officer (CIO) Christian Nolting said that investments around AI are an ongoing “structural change” and are not yet a bubble; related investments should not focus solely on chips but should consider the entire value chain; in this process, data centers, power, and infrastructure sectors will also benefit. Regarding China and emerging markets, Nolting believes that the attractiveness of Chinese assets has increased, and investment interest from Europe and the US is rebounding. In his view, in an environment where the US dollar’s trend, inflation risks, and geopolitical uncertainties coexist, maintaining investment discipline and diversification will be key to navigating market volatility in 2026. (First Financial)

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