Appetite for emerging markets has returned, says EMQQ founder

Core Insights - Investors are increasingly recognizing the importance of China and India in the emerging markets landscape, which cannot be overlooked for a full resurgence in these markets [1][2] - The decline in investor interest in China was primarily due to geopolitical factors, but recent developments in AI and technology have reignited interest in Chinese stocks [2][3] - India is compared to China 15-20 years ago, indicating significant growth potential, especially in the technology sector [3][4] China Market - Chinese internet and tech stocks have become very cheap, prompting investors to reassess their value, particularly in light of advancements in AI [2][3] - Major holdings in the Chinese market include Alibaba, Tencent, BYD, and PDD, which are seen as key players in the technology sector [4] India Market - India is viewed as a burgeoning market similar to China's past, with a rapidly developing internet market and increasing smartphone accessibility [3][4] - Investment opportunities in India are considered harder to access, with notable companies like MakeMyTrip and Eternal being highlighted [4][5]