Investors trying to increase their exposure to artificial intelligence may need to look beyond broad emerging-market funds and toward China, according to Matthews Asia portfolio manager Andrew Mattock. He argues that standard EM products leave out a meaningful share of the AI opportunity, while China-focused strategies offer more direct access to the companies driving the theme.
China Seen as the Missing AI Piece for Investors Seeking Broader Exposure
R
RDU Global Correspondent
Defence & Intel Desk
New York, United States 9h ago•5 min read
Investors trying to increase their exposure to artificial intelligence may need to look beyond broad emerging-market funds and toward China, according to Matthews Asia portfolio manager Andrew Mattock. He argues that standard EM products leave out a meaningful share of the AI opportunity, while China-focused strategies offer more direct access to the companies driving the theme.
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