South Africa, Jan. 29 -- The news raises important questions for investors about the implications for the technology sector, given that the AI theme has powered stock markets in recent years. The Nasdaq index fell 3% on Monday and shares of some AI-related companies were down much more.

Shocks such as this also reinforce the need for an active approach in building resilient portfolios.

Here I offer insights on how these developments could impact the equities landscape, especially in relation to the tech sector:

What has DeepSeek done?

DeepSeek, a Chinese AI startup, has reportedly developed large language models (LLMs) comparable to market leaders, but at significantly lower training costs. If accurate, this could imply reduced demand...