China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB. From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, an...