This Janus Henderson Investors report explores the transformative rise of Chinese electric vehicle (EV) manufacturers and their impact on global industrial and technological power dynamics.
Key Insights:
• Chinese EV Leadership: Companies like BYD and NIO dominate domestic markets with EV penetration in Shenzhen reaching 67.9% in 2023, reshaping global automotive trends.
• Technological Innovation: China leads in 37 of 44 critical technologies, bolstered by state-backed industrial strategies.
• Investment Perspective: Rigorous fundamental analysis is crucial, with opportunities in select Chinese equities offering compelling long-term growth potential.
For a detailed analysis of emerging market opportunities and global implications, access the full report.
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