Digest & Invest by eToro | Insights on Trading, Markets, Investing & FinanceDigest & Invest by eToro | Insights on Trading, Markets, Investing & Finance

Retail investors back China over US in global AI race

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In this episode, we explore the latest retail investor insights from the recent Retail Investor Beat, focusing on the AI race between China and the US, and retail sentiment towards AI. Join us as we analyse global trends, market implications, and the evolving landscape of retail investing.

  • 47% of retail investors worldwide say China is best positioned to lead the AI race, narrowly ahead of 46% who select the US 
  • The US-China gap on expected long-term stock-market returns has narrowed from 21 percentage points to 6 percentage points since Q4 2024 
  • The proportion of retail investors with exposure to Chinese stocks has almost doubled in two years, rising from 7% in Q2 2024 to 12% in Q2 2026 

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