07.06.2022
A turning point for Tech?
The noise around Chinese tech continues to grow. There are increasing hopes that the regulatory onslaught is ending & instead the focus will shift to technology as an engine for economic growth.
Given how brutal the sell-off has been since Nov’20 when Beijing first suspended Ant’s IPO, bottom-up analysis suggests valuations are cheap & there’s increased chat about a catch-up trade.
But these are macro markets so what’s the Qi perspective? The “Global Tech” watchlist below (click to enlarge) is not exhaustive but includes major technology companies from US, Europe & China plus some broader Chinese ETFs & indices.
Given how brutal the sell-off has been since Nov’20 when Beijing first suspended Ant’s IPO, bottom-up analysis suggests valuations are cheap & there’s increased chat about a catch-up trade.
But these are macro markets so what’s the Qi perspective? The “Global Tech” watchlist below (click to enlarge) is not exhaustive but includes major technology companies from US, Europe & China plus some broader Chinese ETFs & indices.
