BNP Paribas: Deepseek alone won't 'fix all of China's problems", consolidation pressure ahead
Portfolio Pulse from
BNP Paribas' Jason Lui believes the current rally in China's market, driven by Deepseek's demonstration of tech competitiveness and cost efficiency, will continue. The focus is on tech, software, and AI sectors.

March 07, 2025 | 6:45 am
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
BNP Paribas' Jason Lui is optimistic about the continuation of China's market rally, driven by Deepseek's tech competitiveness. This could positively impact BNP Paribas' exposure to the APAC market.
BNP Paribas' positive outlook on China's market rally, driven by tech competitiveness, suggests potential growth in their APAC market exposure, which could positively impact their stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80