n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB. From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China’s market narrative after years of pessimism. In this episode: – Why China’s cloud and AI revenue growth is outpacing expectations – How anti-involution policy is stabilizing competition and lifting margins – Why global investors — especially Europe and Asia — are rotating back into China – Where KWEB sees opportunity across online video, entertainment, and emerging tech – Why semiconductor valuations demand caution despite the broader tech rebound – How the Trump–Xi détente may open the door to further policy normalization Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #Markets 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 Support the show
