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China’s tech transformation & what it means for Aussie investors – with Billy Leung from Global X

Billy Leung from Global X joins the Australian Investors Podcast to discuss the explosive growth in Chinese innovation, the long-term strategy of China's economy, and the valuation gap between Chinese tech giants and their US counterparts. Discover why China might be the next frontier for smart investors.

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About this episode

In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss:

  • Why China’s innovation agenda is reshaping global tech

  • Made in China 2025 & its impact on EVs, AI, and robotics

  • The valuation gap between Chinese and US tech giants

  • How investors can access Chinese growth through ETFs like DRGN

If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠!

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  • Why Chinese innovation is no accident

  • Made in China 2025: a 10-year strategy unfolds

  • EVs, AI, robotics – sectors to watch

  • Valuation disparity: China vs US tech

  • BYD, self-sufficiency & strategic independence

  • Understanding H shares vs A shares

  • Stock Connect & foreign investor access

  • Risks, misconceptions & the road ahead

  • Final thoughts & how to learn more

Episode resources

📄 Learn more about investing in China:

Podcast series resources

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