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China AI Giants Offer Better Value Than US Peers, Top Fund Says

April 07, 2026

2 min read

The Pzena Emerging Markets Value Fund has been adding exposure to Chinese digital platform companies, including Tencent and Alibaba and trimming previous high-performers TSMC and Samsung Electronics. In a recent Bloomberg interview, CEO and Portfolio Manager Caroline Cai discusses the valuation case and why the application-focused approach to AI in China may offer a compelling opportunity. 

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Further Information

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