China Tech Split Meets Macro Headwinds: 2H26 Outlook | BI Replay

On Demand

Duration: 59 Minutes

Original Date: July 30, 2026

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Entering 2H26, BI projects a divergence in China tech, where AI infrastructure, chips, and resilient NEV exports propel the ChiNext and Star 50, while mature e-commerce grapples with brutal price wars. While a firmer yuan and active ETF flows cushion equities, tepid consumer demand and fading subsidies underscore the critical need for sustained Beijing policy support. This webinar will also evaluate how regulatory capital curbs, domestic auto slumps, and potential space-tech IPOs are reshaping investor risk. Join BI to explore China’s shifting market dynamics in 2H26.

China Tech Split Meets Macro Headwinds: 2H26 Outlook | BI Replay

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