Better opportunities outside the big names
China’s “Made in China 2025” policy aims to make the country the dominant force in global high-tech manufacturing. And while most investors can name Alibaba and Tencent as two of the country’s biggest technology stocks, when we sat down with Catherine Yeung , Investment Director at Fidelity International, we were interested to get her view on these market leaders.
“They're long-term core names you can have in a portfolio but with the rise of so many other companies in China, you can really generate more alpha over a given period by diversifying away from just these two names.”
In this short video, Catherine discusses the evolving Chinese tech sector, including why Alibaba is now tapping into the rural market.
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Catherine Yeung,
Fidelity International
Catherine Yeung is an Investment Director for Fidelity International. Based in Hong Kong, she works within the investment team and with Fidelity’s Equity Portfolio Managers. She is responsible for product management and communication of the firm’s Asia Pacific ex-Japan equity investment capabilities across all client channels and geographies. Ms Yeung is a regular market commentator and appears on various international broadcasters such as Bloomberg, CNBC, BBC, Sky News, BNN Canada, Channel News Asia, TV Monde, Deutsche Welle and Sweden’s DiTV.
