Deutsche Bank’s Global Chief Investment Officer (CIO) Christian Nolting said that investments around AI are an ongoing “structural change” and are not yet a bubble; related investments should not focus solely on chips but should consider the entire value chain; in this process, data centers, power, and infrastructure sectors will also benefit. Regarding China and emerging markets, Nolting believes that the attractiveness of Chinese assets has increased, and investment interest from Europe and the US is rebounding. In his view, in an environment where the US dollar’s trend, inflation risks, and geopolitical uncertainties coexist, maintaining investment discipline and diversification will be key to navigating market volatility in 2026. (First Financial)
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
Deutsche Bank Global CIO: AI is not a bubble, China's assets are becoming more attractive
Deutsche Bank’s Global Chief Investment Officer (CIO) Christian Nolting said that investments around AI are an ongoing “structural change” and are not yet a bubble; related investments should not focus solely on chips but should consider the entire value chain; in this process, data centers, power, and infrastructure sectors will also benefit. Regarding China and emerging markets, Nolting believes that the attractiveness of Chinese assets has increased, and investment interest from Europe and the US is rebounding. In his view, in an environment where the US dollar’s trend, inflation risks, and geopolitical uncertainties coexist, maintaining investment discipline and diversification will be key to navigating market volatility in 2026. (First Financial)