This May Be the ‘Missing Piece’ for Investors Looking to Boost AI Exposure
Matthews Asia portfolio manager Andrew Mattock delivers a strategy that revolves around the world's second largest economy.
TL;DR
- Investors looking to increase their exposure to artificial intelligence should consider targeting China.
- Broad emerging market strategies may not effectively capture AI-focused companies, with South Korea and Taiwan dominating some ETFs.
- Matthews China Fund, managed by Andrew Mattock, focuses on Chinese companies and counts Tencent and Alibaba among its largest holdings.
- Other investors, like billionaire David Tepper, also find China's economy attractive for investment.
- For mitigating China market volatility, using options around ETFs such as the KraneShares CSI China Internet ETF is suggested.