Fynsa
China's technology sector has seen a year-to-date rally of more than 39%, nearly double that of the Nasdaq 100 in the US, and we believe that its strategic drive toward technological self-sufficiency and innovation is laying the foundation for this growth to continue.
Just as banks grew into pillars whose collapse put the entire system at risk, AI is moving toward a similar point. Its size, scope and global dependence are making it a technology that is "too big to fail".
Today's market is more mature and demanding. Institutions must not only lend, but also understand the debtor, assess their financial resilience and anticipate their ability to repay. Easy credit is a thing of the past; smart credit is the new standard.
A recent report by McKinsey & Company states that by 2040, the world will need to invest nearly $106 trillion in infrastructure, both in traditional assets and in the new systems that are emerging.
