Applied Research

China’s Information Technology Sector

This publication is part of the Applied Research content series in which we take a deep dive into individual sectors and analyze the nature of their investment opportunity through the lens of Axioma’s medium horizon fundamental risk model. In this note, we will focus on the Information Technology (IT) sector of the Chinese A-share market as represented by a market capitalization-weighted sector portfolio. 


Author: Olivier d’Assier, Managing Director, APAC Applied Research






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