Cut to the Chase! The chemistry lesson

Cut to the Chase! The chemistry lesson

July 21, 2026 · 4 min

About this episode

Daniel Lam discusses the impact of Chinese AI on market reactions and compares it to US tech stocks.

Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth ...

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