China's Terrific 10 Outperform as AI Investments Surge

Mar 27, 2025

While the "Magnificent Seven" in the U.S. face headwinds in 2025, China's "Terrific 10," including Alibaba Group (BABA, Financial), Tencent (TCEHY), and Xiaomi (XIACF), are showing strong performance. A pivotal factor is DeepSeek's demonstration that AI models can be developed cost-effectively, leading to increased tech investments. Consequently, the KraneShares CSI China Internet ETF (KWEB), embedding many of these stocks, has risen 24% this year. In contrast, the Roundhill Magnificent Seven ETF (MAGS) has dropped 12%. Xiaomi is noted for its potential growth in the large Chinese market.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

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