Kevin You

In this engaging discussion, Kevin You, a seasoned Portfolio Manager at Allianz Global Investors, shares insights into the promising landscape of Chinese equities. He highlights potential policy support and improvements in corporate governance as key drivers for investment. The conversation delves into the state of the Chinese property market, the impact of global portfolio shifts, and the exciting opportunities in AI and robotics. You also addresses emerging trends in semiconductor technology, emphasizing China's push for self-sufficiency.