China's economy is splitting in two, and the investment opportunities aren't necessarily where you'd expect.
While property investment has plunged and consumer spending has stalled, AI, advanced manufacturing and robotics are booming.
Stillpoint Investments' Eric Wong joins Ally Selby to unpack China's K-shaped economy, why some of the most interesting stocks are hiding in struggling sectors, and what Western investors are missing about the world's second-largest economy. Plus, how Chinese manufacturers are navigating US tariffs, why political risk isn't unique to China, and whether China's lead in robotics can last.
Chapters:
00:00 China’s Two-Speed Economy
01:37 China’s Economic Outlook
05:43 Is China Investible?
09:00 US–China Tensions and Opportunity
12:23 What Headlines Miss
16:22 Slower Growth, Sharper Differences
18:08 China’s K-Shaped Consumer
22:27 Overlooked Stock Opportunities
25:16 Chinese Manufacturing Moves to Mexico
31:30 China’s AI Frenzy
35:49 The Race for Cheaper AI
38:02 China’s Robotics Lead
📈 Stocks and ETFs Mentioned:
JOYY Inc. (NASDAQ: JOYY), Intel (NASDAQ: INTC), Ferrari (NYSE: RACE), NVIDIA (NASDAQ: NVDA)
FinFest Industry day is nearly here! Come join us on the 23rd October 2026. Register your interest here.
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours
Knowledge Requirements: Economic Environment (0.75 hour)
Legislated CPD Area: General (0.75 hour)
———
Want more Basis Points?
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
","author_name":"Equity Mates Media"}