What makes China 5G special?
China is the world leader in 5G, and this sets the country up for a promising technological future. This also offers investors a unique opportunity to gain early exposure to a transformative innovation.
Given the huge capex, disruption and economic value to be generated by 5G, as well as its role as a key enabler of smart city development in China, we see significant investment opportunities for investors.
- Chinese tower companies
- Smartphone supply chain
- Cloud operators, data centers, cloud gaming, AI, AR and VR
- Disruptors in e-commerce, logistics, manufacturing and healthcare
- Autonomous driving
- Local semiconductor/tech firms