BNP Likes Chinese Tech Stocks as AI Rotation Play Unfolds

Sophie Huynh, portfolio manager at BNP Paribas Asset Management, discusses the outlook for tech stocks and why she sees value in China. "In a world where Europe is stuck in the middle, we could come to a world where the AI frontier models in the US stay in the US, but China at the same time is just six months behind," Huynh tells Bloomberg Television. (Source: Bloomberg)