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Article
4 min read
What dancing robots tell us about the possibilities of investing in China
China’s economy is increasingly driven by innovation. The recent breakthroughs in AI reinforce our view that China is an allocation worth making.
Article
3 min read
China’s AI frenzy: beyond the hype
In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.
Article
5 min read
The return of capex: growth across all sectors and regions
We expect CEOs to spend on adding capacity, deepening digitisation or embarking on renovation of plant and machinery.
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