Mondrian’s Head of Chinese Equities, Ginny Chong, spoke with Institutional Investor recently to discuss why fundamental factors are not driving components for retail investors in the onshore China Market. To access the article, click the link below.
Video: AI Markets in Transition: Discipline Amid Rapid Expansion
After powering equity markets, AI investment may be nearing an inflection point as scaling frontier models demands unprecedented capital. This video explores the implications for valuations, balance-sheet risk, and the opportunities for value investors.
