In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why it matters for investors. They discuss the rise of AI in China — including DeepSeek and Alibaba’s Qwen models — and how letting companies train AI on their own data could boost cloud adoption. Henry also explains China’s push into robotics and how it fits alongside US leadership in chips and software. To bring it back to portfolios, Henry breaks down why KWEB tends to react strongly to policy headlines, how KLIP uses that volatility to generate monthly income, and simple ways to combine the two depending on your goals. In this episode: • What’s changing in US–China trade • China’s growing AI ecosystem • Why enterprise fine-tuning matters • How robotics and chips fit into the story • How KWEB behaves during policy shifts • How KLIP turns volatility into income Lead-Lag Live brings you real conversations with the people shaping global markets. Subscribe for more insights that cut through the noise. #KWEB #KLIP #ChinaTech #AIinChina #EmergingMarkets #Investing #KraneShares #MarketInsights Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Support the show
