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China

17 themes · 118 tickers

China's economy is on a tech-forward journey, focusing on self-reliance in semiconductors and AI. We're also tracking evolving consumer trends and ambitious industrial upgrades shaping this dynamic market.

Chart (~1Y)

Themes in this group

Data as of · build 20260331T211629

ThemeTickers
China '24: Chinese Consumer Food/HPC9
China '24: Chinese Consumer Retail/Tech10
China '24: Energy & Resources5
China '24: FinTech3
China '24: HealthTech6
China '24: Industrial/Materials/Logistics6
China '24: Semis & ICs14
China '24: Tech Conglom7
China '24: Tech Hardware & Infra8
China '25: Chinese SaaS7
China '25: Demand Side21
China '25: Meat & Dairy14
China '25: Supply Side20
China '26: Anti-Involution6
China '26: Lifestyle Brands5
China '26: Property Service Companies3
China '26: Semis6

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