Research on Tech Companies

Evelyn Zhang

Over decade experiences in  Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo. 
Expertise include research and investment into tech companies of all stages. 
Asset management, private equity, strategic investment, investment banking,  equity research, corporate finance; particular focus on emerging technology.

FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?

Law & Order: What the New Data Security Laws Mean for China's Tech Sector?

Thematic (Sector/Industry)

China Industrials / Thematic (Sector/Industry)

<ul>
<li>“Common prosperity “ to replace GDP growth as development target. Development of the private economy to be guided by the government.</li>
<li>Localization &amp; substitution with Chinese software, hardware, chips, semiconductor &amp; consumer companies, promote manufacturing along with autonomous control and real economy. Focus on domestic demand rather than being world factory.</li>
<li>Energy independence through new energy facility, VPP, EV to increase, along with Chinese medicine and other Chinese consumer brands. A possible move to fortify Chinese economy against potential Western sanctions.</li>
</ul>


“Common prosperity “ to replace GDP growth as development target. Development of the private economy to be guided by the government.
Localization &amp; substitution with Chinese software, hardware, chips, semiconductor &amp; consumer companies, promote manufacturing along with autonomous control and real economy. Focus on domestic demand rather than being world factory.
Energy independence through new energy facility, VPP, EV to increase, along with Chinese medicine and other Chinese consumer brands. A possible move to fortify Chinese economy against potential Western sanctions.


Après Moi Le Deluge: What 20th CPC National Congress Says About China's Future