The Investor's Guide to China podcast


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Technology and innovation
It wasn’t long ago that China was regarded as just a manufacturer of finished goods, an imitator rather than an innovator. But now the world is waking up to the technological prowess of China's companies. The proficiency reaches beyond the corporate world too: the online existence we've all been thrown into during lockdowns has long been a way of life for Chinese urbanites. 

To hear how investors should think about China's growing command of the sector, we talk with portfolio managers Raymond Ma and Tina Tian, and Senior Technology Analyst Johnny Tseng, with additional on-the-ground reporting from analysts Yuanlin Lang and Sherry Qin.


"Artificial intelligence and specifically deep learning is
where China is going to be the leader."
Johnny Tseng
Senior Technology Analyst