China’s AI winners miss European portfolios amid emerging-market rush

US President Donald Trump and China's President Xi Jinping arrive for a State Dinner in the East Room of the White House in Washington, DC, on September 24, 2026. President Xi is on a State visit to the United States from September 23 to 25. Brendan Smialowski / AFP
US President Donald Trump and China's President Xi Jinping arrive for a State Dinner in the East Room of the White House in Washington, DC, on September 24, 2026. Brendan Smial
European investors are pouring record sums into emerging market equity funds while pulling money out of China funds. Despite Beijing’s challenge to American leadership in artificial intelligence, a weak stock market is exposing a gap between technological advances and investor appetite.

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