China: Innovation Superpower (Wellington Management)

Technological and scientific advances are changing the investment landscape in China. Find out which sectors may offer attractive opportunities.

Key points

  • China has gone from a low-value, high-volume manufacturing hub to a market with more high-quality companies to choose from.
  • In the view of Bo Meunier, CFA, Equity Portfolio Manager, research and development (R&D) spending and intellectual property (IP) protection are supporting innovation in China.
  • Telecommunications equipment, industrials, automotive , and health care are seeing some of the largest productivity gains.
  • Innovation has also fueled rapid growth in e-commerce in China.


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