Pentagon Chinese tech blacklist is driven by the desire to slow China’s AI development: Kraneshares
"You're seeing domestic players in China filling the void left by US companies," said Brendan Ahern, CIO of KraneShares, in a recent interview with CNBC.
He discussed the impact of US semiconductor export restrictions on Chinese tech investment and argued that efforts to slow Chinese tech have repeatedly backfired.
He also sees improving US-China relations, low valuations, and the rise of domestic semiconductor companies as green shoots driving positive investor sentiment toward KWEB and KSTR.
This material contains Brendan Ahern's and the speaker's opinions. It is provided for informational purposes only and should not be regarded as investment advice or a recommendation of specific securities.
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