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Full speed ahead: China’s race to implement AI

"China's AI landscape is dynamic and evolving rapidly. While challenges and uncertainties persist, China's commitment to AI innovation positions itself as a formidable player in the global AI arena." Yash Patodia, Global Industry Analyst and Terry Chen, Equity Research Analyst

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Yash Patodia

Terry Chen

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Quick Take
2024-11-30
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Seven observations on the latest US/China executive order

Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications. 

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Thomas Mucha

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Quick Take
2024-08-31
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Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

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Yash Patodia

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Video
2024-07-31
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China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
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China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

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Yash Patodia

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Article
2023-12-31
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