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Year of the Ox: Seven managers on the next 12 months in China

China presents many investment opportunities, particularly amongst domestic focussed companies in areas such as healthcare and cloud services, which are beneficiaries of the US-China tensions.

Asia

As appears on Citywire on 12 February 2021.

The adoption of telemedicine has accelerated due to Covid-19, utilising the latest AI technology and the support of China’s authorities. Coupled with a positive regulatory tailwind, this is an area of long-term secular growth that is relatively immune to the economic cycle.
 

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