Matthews Asia portfolio manager Andrew Mattock is pitching a strategy that places China at the center of a broader artificial intelligence allocation, arguing that investors may be overlooking the world’s second-largest economy as a critical source of AI-linked upside. The approach comes as global markets continue to concentrate AI exposure in the U.S., even as China’s industrial base, supply chains and domestic technology ecosystem remain deeply embedded in the sector’s long-term growth path.
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"Matthews Asia’s Mattock Sees China as the Missing Piece in AI Exposure"
Matthews Asia portfolio manager Andrew Mattock is pitching a strategy that places China at the center of a broader artificial intelligence allocation, arguing that investors may be overlooking the world’s second-largest economy as a critical source of AI-linked upside. The approach comes as global markets continue to concentrate AI exposure in the U.S., even as China’s industrial base, supply chains and domestic technology ecosystem remain deeply embedded in the sector’s long-term growth path.
Matthews Asia’s Mattock Sees China as the Missing Piece in AI Exposure
R
RDU Global Wire
Global Economy & Central Banks Desk
Washington, D.C., United States Just now (05:31 PM IST)•5 min read
Matthews Asia portfolio manager Andrew Mattock is pitching a strategy that places China at the center of a broader artificial intelligence allocation, arguing that investors may be overlooking the world’s second-largest economy as a critical source of AI-linked upside. The approach comes as global markets continue to concentrate AI exposure in the U.S., even as China’s industrial base, supply chains and domestic technology ecosystem remain deeply embedded in the sector’s long-term growth path.
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