Everything on Geopolitics & Emerging Markets

China's 15th Five-Year Plan focuses on AI, robotics, and supply chain independence, creating undervalued investment opportunities in Chinese tech firms. These companies are significantly cheaper than their US counterparts.

Impact: Exposure to Chinese tech offers high growth potential with a lower entry valuation, though geopolitical risks must be managed.

— from AI Disruption, China Tech, and Portfolio Resilience · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Feb 17, 2026