Deep SIK leads the shares of China and contributes to the lure of $ 1.3 trillion

The Deepseek Division of Artificial Intelligence helps with the transformation of India share funds to China. The hedge funds rush into the fastest to the Chinese stocks, amid the optimism that the technology led by the “Deep Seck” model with more economic motivation has increased. On the other hand, India suffers from a standard migration of criticism due to concerns about poor total growth, the slowdown in corporate profits and expensive stocks. China’s local and foreign stock markets generally added more than 1.3 trillion dollars last month amid restoration operations, while the Indian market has shrunk by more than $ 720 billion. The Chinese “MSCI” index is on its way to surpassing its Indian counterpart for the third month in a row, in the longest range of superiority in two years. Deep SIK has shown that China “already has companies that can form an important part of the total system of artificial intelligence,” says Ken Wong, a specialist in the Asian stock portfolio in East Spring Infost, whose company has increased owning Chinese companies over the past few months, while owning the smaller Indian equity. Also read: The lifting of artificial intelligence leads Chinese shares for a standard increase in the direction of China, which is the re -concentration of India, which has attracted funds from China over the past many years. What contributed to this was the high spending on the infrastructure by India and the possibility of being an alternative manufacturing center for China. Delhi’s focus on the interior was also observed as a haven against Donald Trump’s customs tariff plans. China seems to regain its previous attractiveness by re -evaluating the basics as an attractive investment, especially in the field of technology. After Beijing has spread the panic among investors as a result of the target campaigns of the businesses, Beijing can already help push the idea of ​​new artificial intelligence, and news releases indicate that entrepreneurs, including the employee of the “Ali baby” group, Jack Ma, was invited to meet with senior leaders of the country. Developments related to “Deep Cick” are likely to help improve China’s economy and markets, which offers a wide group, says Vivek Dawan, director of a “Candria” fund, said “if you raise all factors together, China becomes more attractive than India in the current situation based on risks and returns.” The evaluation difference also increases the attraction of China. Where the Chinese MSCI index is traded at 11 times the estimates of future profits, compared to about 21 times the Indian MSC index. An analysis of “Bloomberg” data on regional allocations to some of the largest active Asian equity funds shows that most of them have reduced its exposure to Indian stocks and have added Chinese shares in recent months. Read more: the most recent ‘deeply sick’. Why does Chinese technology surprise the West? Economic stimulation While “Deep Seck” helped accelerate the flow to China, the following possible advertising for more Chinese motivation also remains important, according to Andro Swan, the head of Asian stocks, with the exception of Japan in ‘Man Group’. “We believe that policy will now turn to consumption, and you will try to encourage the investment of high savings now,” Swan said. The ‘Man Asia Ex-Japan Equity’, run by Swan, increased its announcement on China to 40%, compared to 30% last year, while its exposure to India was reduced to 18% from 21%. But it is unlikely that a complete reflection of the boxing flow, as the optimists of Indian stocks, including “Morgan Stanley”, see that the last correction can be exaggerated, and that the story of long -term growth of India is still intact. At the same time, the additional customs tariffs reinforced by the 10% of Trump imposed by China the “Amundi SA” position on Chinese shares, according to the largest investment streets in Asia Aidan Yao, which said: “Although the ceasefire is possible with the two sides that change in the leading future, it will remain variable and a challenge for China will remain.” Also read: China undertakes to hold the procedures for the customs for the China. There are also skeptical about traders affected by the failure of the China rally in the past. Some point to an overcrowded circulation and increased evaluations as a cause of caution. Helen Zhou, chief investment officer at Nan Fung Trinity HK Ltd, sees that there is no certainty that it is possible to repeat the success of the Deep Seck model. She said, “In the end, you don’t really know what the chances of the medium to reach long -term income,” she said. However, there has recently been a tangible sensation in the market over “China’s return”. The positive still collects, with the addition of ‘Ali Baba’ $ 100 billion to its market value over the past five weeks, and the entry of the Hangh technology index as a emerging market. “The news of Deep Seck was in a good time an incentive and an influential person who enabled the market participants to find a justification for returning access to the Chinese markets,” says Nicole Wong, management management. “From a tactical point of view, we believe it makes sense to take advantage of this momentum.”