China’s roar has changed entering the year of the tiger. China will now emphasize quality over speed, not GDP growth at all costs. In the internet sector, blindly adding new users will take a backseat to innovation and quality of engagement. The transition to renewables and consideration for the environment is taking priority over increasing industrial production. Rather than focusing on low-end exports, China is on the brink of a technological renaissance. In this outlook, you will find an in-depth look at the changes occurring in these areas and investment opportunities for 2022 and beyond.
2022 Outlook Report Contents:
- 2021 Recap
- US-China Relations
- Internet
- A Shares
- Clean Technology
- Semiconductors
- Fixed Income
- The Consumer
Similar Posts:
- China Internet Flash Report: 2015 & Beyond + an Overview of 2014 Results (KraneShares)
- China Internet Update (KraneShares)
- China: Innovation Superpower (Wellington Management)
- Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
- 2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)
- Can You 3D-print a Car? This Company Will Mass Print Cars by 2019 for US$10,000 Each (SCMP)
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)
- Macau Casino Stocks are Entering a “Multi-year Earnings Decline Cycle” (GGRAsia)
- Moody’s Downgrades China’s But Changes Outlook to Stable From Negative (Moody’s)
- Chinese Tech Stocks Down But Not Out As Sentiment Shifts (FA)
- Malaysia Sees Trade Diversion Cushioning Impact of Tariff Wars (Bloomberg)
- Three Investible Themes in China A-Shares (William Blair)
