BNP Paribas Asset Management

Sophie Huynh, portfolio manager at BNP Paribas Asset Management, expressed views on the attractiveness of Chinese technology stocks as part of an AI rotation strategy, noting that while US leads in frontier AI models, China is approximately six months behind in development.

Sophie Huynh from BNP Paribas Asset Management warns about potential bubble in AI trade space and discusses token rationing risks, where consumption of tokens may exceed supply. She also comments on Middle East conflict impact on markets.