Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

Emerging Markets Rally as Tencent Adopts AI, Boosting Investor Sentiment

by Team Lumida
February 17, 2025
in Markets
Reading Time: 4 mins read
A A
0
a computer screen with a bunch of data on it

Photo by Yashowardhan Singh on Unsplash

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

Powered by lumidawealth.com

  • Emerging-market stocks hit a three-month high, driven by Tencent’s integration of DeepSeek’s AI model into WeChat and optimism around China’s tech innovation.
  • Chinese President Xi Jinping’s meeting with entrepreneurs, including Jack Ma and DeepSeek’s founder, signaled a potential shift toward a more business-friendly environment.
  • Analysts see upside potential for Chinese tech stocks, with DeepSeek’s AI adoption reigniting investor confidence in the sector.
  • Eastern European currencies and assets rallied on Ukraine peace talk hopes but showed signs of losing momentum.

What Happened?

Emerging-market equities climbed to their highest level in three months, with the MSCI Emerging Markets Index rising 1.1%. The rally was led by Tencent Holdings, which announced the integration of DeepSeek’s AI model into WeChat, a move that highlights China’s growing focus on AI innovation. DeepSeek’s AI is reportedly cheaper than U.S. alternatives, fueling optimism about China’s ability to compete with global tech giants.

Investor sentiment was further bolstered by Chinese President Xi Jinping’s meeting with prominent entrepreneurs, including Alibaba co-founder Jack Ma and DeepSeek founder Liang Wenfeng. The meeting raised hopes of a more business-friendly approach from Chinese authorities. Meanwhile, trading volumes were subdued due to the U.S. Presidents’ Day holiday.


Why It Matters?

Tencent’s adoption of DeepSeek’s AI model underscores the accelerating pace of AI integration in China, positioning the country as a potential leader in tech innovation. This development has reignited investor interest in Chinese tech stocks, which have been trading at a discount relative to U.S. counterparts. Analysts suggest this could narrow the valuation gap and drive further gains in the sector.

For emerging markets, the rally reflects broader optimism about China’s economic recovery and technological advancements. However, risks remain, including geopolitical tensions and uneven global economic conditions. In Eastern Europe, optimism around Ukraine peace talks has supported currencies and assets, but analysts warn that the rally may be premature, with limited scope for further gains.


What’s Next?

Investors should monitor the continued adoption of AI technologies in China and the potential for further government support for the tech sector. Chinese tech stocks, particularly Tencent and Alibaba, may remain attractive as AI innovation accelerates.

In Eastern Europe, the trajectory of Ukraine peace talks will be critical for regional currencies and assets. While optimism has driven recent gains, the sustainability of these rallies depends on concrete progress in negotiations. Additionally, developments in Ethiopia’s bond market and Romania’s inflation outlook highlight ongoing risks in other emerging markets.

Source
Previous Post

U.S.-Mexico Border Economy Faces Tariff Threats Amid Cross-Border Workforce Dynamics

Next Post

Chatbot Arena: The Ultimate Benchmark for AI Models

Recommended For You

Corporate Pension Funds Shift Strategies Amid Full Funding, Impacting Bonds and Private Equity

by Team Lumida
7 hours ago
a computer screen with a bunch of data on it

Key Takeaways: Powered by lumidawealth.com Corporate pension funds, with over $3 trillion in assets, have reached a healthier financial state, with the largest 100 U.S. corporate pensions achieving a...

Read more

Trump Administration Expands Federal Contract Review to Target Tech Firms

by Team Lumida
7 hours ago
Trump Administration Expands Federal Contract Review to Target Tech Firms

Key Takeaways: Powered by lumidawealth.com The Trump administration is broadening its cost-cutting review of federal contracts to include technology providers, following earlier scrutiny of consulting firms. The General Services...

Read more

JPMorgan’s Jamie Dimon Warns of Bond Market Crisis Amid U.S. Fiscal Challenges

by Team Lumida
1 day ago
Tax-Loss Harvesting Surge: JPMorgan’s $15 Billion Windfall

Key Takeaways: Powered by lumidawealth.com JPMorgan CEO Jamie Dimon predicts a “crack in the bond market” unless the U.S. addresses its spiraling national debt, which now exceeds $36 trillion....

Read more

Chinese Tech Stocks Slide as U.S.-China Trade Talks Stall

by Team Lumida
2 days ago
Chinese Stock Surge: A Hedge Fund Headache?

Key Takeaways: Powered by lumidawealth.com Chinese tech stocks fell sharply, with Alibaba down 4.2%, BYD dropping 3.8%, and Baidu losing 3.9%, as the Hang Seng Tech Index declined 2.7%....

Read more

Shell Acquires TotalEnergies’ Stake in Nigerian Oil Field for $510 Million

by Team Lumida
3 days ago
Shell Acquires TotalEnergies’ Stake in Nigerian Oil Field for $510 Million

Key Takeaways: Powered by lumidawealth.com Shell will purchase TotalEnergies’ 12.5% stake in Nigeria’s deep-water Bonga oil field for $510 million, increasing its ownership to 67.5%. The acquisition aligns with...

Read more

U.S. Halts Jet Engine Tech Exports to China, Threatening Comac’s C919 Program

by Team Lumida
3 days ago
U.S. Halts Jet Engine Tech Exports to China, Threatening Comac’s C919 Program

Key Takeaways: Powered by lumidawealth.com The U.S. has barred the export of critical jet engine parts and technology to China, targeting state-owned Commercial Aircraft Corp of China Ltd (Comac)....

Read more

Wall Street Turns to Hedges on Chinese Stocks Ahead of Tariff Deadline

by Team Lumida
4 days ago
close-up photo of monitor displaying graph

Key Takeaways: Powered by lumidawealth.com Chinese equities have rallied nearly 25% since April, but analysts warn of potential selloffs as the U.S.-China trade truce ends in August and geopolitical...

Read more

GM CEO Mary Barra Discusses EV Strategy Amid Tariffs and Shifting Consumer Demands

by Team Lumida
4 days ago
GM CEO Mary Barra Discusses EV Strategy Amid Tariffs and Shifting Consumer Demands

Key Takeaways: Powered by lumidawealth.com GM CEO Mary Barra envisions an “all-electric” future but acknowledges challenges such as rising costs, tariffs, and slowing EV sales. GM has redirected $888...

Read more

UniCredit to Double Stake in Greek Bank Alpha Services to 20%, Adding €180 Million in Annual Profit

by Team Lumida
4 days ago
UniCredit to Double Stake in Greek Bank Alpha Services to 20%, Adding €180 Million in Annual Profit

Key Takeaways: Powered by lumidawealth.com UniCredit plans to increase its stake in Greece’s Alpha Services from 9.6% to around 20% through financial instruments acquired at a discount to market...

Read more

Luxury Brands Face Fallout from Pandemic Price Hikes as Sales Decline

by Team Lumida
4 days ago
Luxury Brands Face Fallout from Pandemic Price Hikes as Sales Decline

Key Takeaways: Powered by lumidawealth.com Luxury brands that aggressively raised prices during the pandemic, such as Chanel and Dior, are now reporting disappointing sales and profit declines. Chanel’s sales...

Read more
Next Post
a computer screen with a bunch of words on it

Chatbot Arena: The Ultimate Benchmark for AI Models

a close up of a clock with different colored numbers

Treasury Yields Rise Amid Uncertainty on Fed's Interest Rate Path

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

blur, chart, computer

Investors Flock to Small Caps Amid Inflation Relief

July 12, 2024
China’s Central Bank Embraces Hedge Fund Tactics to Tame $4 Trillion Bond Market

China Struggles to Meet 5% Growth Target as Consumer Spending Lags

February 19, 2025
the open ai logo is displayed on a computer screen

OpenAI Poaches Meta Exec: What This Means for AI’s Future

August 24, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018