{"id":1729,"date":"2025-08-16T16:42:38","date_gmt":"2025-08-16T16:42:38","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2025\/08\/16\/kothari-says-chinese-ai-stocks-are-better-options-than-us-ai-stocks-heres-why\/"},"modified":"2025-08-16T16:42:38","modified_gmt":"2025-08-16T16:42:38","slug":"kothari-says-chinese-ai-stocks-are-better-options-than-us-ai-stocks-heres-why","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2025\/08\/16\/kothari-says-chinese-ai-stocks-are-better-options-than-us-ai-stocks-heres-why\/","title":{"rendered":"Kothari says Chinese AI stocks are better options than US AI stocks: here\u2019s why"},"content":{"rendered":"
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US hedge funds, including renowned names like Bridgewater, have been trimming their exposure to Chinese stocks<\/a> in recent weeks after continued outperformance from major regional indices.<\/p>\n

Still, Tekne Capital\u2019s manager partner and portfolio manager Beeneet Kothari remains convinced there\u2019s significant further upside in China.<\/p>\n

In fact, the Chinese AI stocks are entering a multi-year growth phase \u2013 and are, therefore, notably more attractive then their US counterparts at writing, he told CNBC<\/em> in a recent interview.<\/p>\n

With initial public offering (IPO) activity increasing and domestic tech independence accelerating, Kothari believes China is the place to be for forward-looking investors.<\/p>\n

Why Kothari prefers Chinese AI stocks over their US rivals?<\/h2>\n

Beeneet Kothari sees China-based artificial intelligence stocks as better-positioned for explosive returns primarily because the country\u2019s AI sector is in its infancy only.<\/p>\n

\u201cUS is in year three of the AI market. ChatGPT got launched in November 2022. In China, it\u2019s day 150. DeepSeek was earlier this year only.\u201d<\/p>\n

In the CNBC<\/em> interview<\/a>, Kothari pointed to rapid consumer adoption of AI tools in China \u2013 where usage already exceeds that of the US.<\/p>\n

According to OpenAI chief executive Sam Altman, China makes up a quarter of global ChatGPT usage. Therefore, Kothari expects a massive buildout in China\u2019s AI infrastructure over the next three years, mirroring the U.S. trajectory from 2022 onward.<\/p>\n

For investors, this early-stage momentum mean a rare opportunity to ride the wave from the ground up. Kothari added:<\/p>\n

\u201cUS and China want to decouple. So, the answer isn\u2019t to get bearish China. If China and US wants to decouple, the answer there is to get bullish the Chinese supply chain.\u201d<\/p>\n

Chinese AI stocks Kothari recommends owning in 2025<\/h2>\n

Kothari sees US-China decoupling and the aforementioned AI buildout as a particularly massive opportunity for Chinese semiconductor stocks.<\/p>\n

Speaking with CNBC<\/em>, he highlighted GDS Holdings as a top pick \u2013 calling it \u201cthe landlord of AI in China\u201d due to its data centre footprint.<\/p>\n

Additionally, the Tekne Capital portfolio manager also favours names like Naura AMEC \u2013 saying they\u2019re materially undervalued relative to their Western peers like ASML and Lam Research.<\/p>\n

Another standout within the Chinese AI stocks is Didi Global, offering higher ride volume than Uber but a valuation closer to Lyft.<\/p>\n

With the nation\u2019s IPO market reopening, Kothari sees DD as strategic play ahead of its anticipated relisting, alongside other giants like Ant Financial and ByteDance.<\/p>\n

Recommendation: bet on China\u2019s tech independence<\/h2>\n

While US-China tensions and tariff risks dominate headlines, Kothari views these as distractions. He believes China is on a path to full tech independence, especially in semiconductors and AI infrastructure.<\/p>\n

Rather than retreating, he argues investors should lean into China\u2019s supply chain. With valuations still lagging Western peers, the next five years could see a dramatic re-rating of Chinese tech stocks.<\/p>\n

For those willing to look past geopolitical noise, Kothari says the opportunity is clear: China\u2019s AI revolution is just getting started.<\/p>\n

The post Kothari says Chinese AI stocks are better options than US AI stocks: here’s why<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

US hedge funds, including renowned names like Bridgewater, have been trimming their exposure to Chinese stocks in recent weeks after continued outperformance from major regional indices.Still, Tekne Capital\u2019s manager partner and portfolio manager Beeneet Kothari remains convinced there\u2019s significant further upside in China.In fact, the Chinese AI stocks are entering a multi-year growth phase \u2013…<\/p>\n","protected":false},"author":1,"featured_media":1730,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-1729","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/1729","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=1729"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/1729\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/1730"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=1729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=1729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=1729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}