Matthews Asia portfolio manager Andrew Mattock has unveiled a new investment strategy that centers on the world’s second‑largest economy, offering investors a way to increase exposure to artificial‑intelligence (AI) growth.
The approach focuses on selecting companies within that economy that are actively developing or deploying AI technologies, allowing investors to benefit from the sector’s rapid expansion without having to pick individual AI stocks.
China, the world’s second‑largest economy, has become a major hub for AI research, government support, and commercial adoption, making it a natural focal point for a strategy aimed at capturing AI‑related upside.
Mattock suggests the plan could serve as the “missing piece” for investors who have struggled to find direct, diversified AI exposure in their portfolios, especially as AI continues to reshape multiple industries.
The new strategy adds to Matthews Asia’s broader effort to integrate emerging technology themes into its offerings, and market participants will be watching how it performs as AI adoption accelerates globally.
<small>Source: CNBC — read the original story there.</small>