Looking beyond China’s tech stocks

Lundgreens Capital | UK · Nov 5, 2026

Chinese equities have not been spared by a global tech sell-off, but we find opportunities in other sectors that have lent strength to overall stock market performance in the past quarter.

Stock market investors have been so keenly focused on high-technology companies since 2025, and for good reason.

Advancements in the artificial intelligence (AI) space have provided the biggest boost to global indices, including China equities, which have continued to do so until a global sell-off began in June and deepened in July-September. This about turn in global tech optimism, coupled with…