Marty Dropkin, Head of Equities for Asia Pacific, and Monica Li, Director of Research for China at Fidelity International, explore exciting investment opportunities in AI, energy transition, and supply chain diversification. They discuss the implications of China's recent economic policies and the critical role of state-owned enterprise reforms. The discussion also delves into the shift towards a 'China Plus One' strategy as companies navigate geopolitical tensions, and how these trends influence investment strategies in the region.