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.

Thematic (Sector/Industry)

Zimbabwe Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The EU traditionally imported a large number of intermediate goods from China, however, as EU economies slow down, the slowing consumer demand will also reduce the demand for intermediate goods.</li>
<li>EU's manufacturers traditionally focus on high end, high margin products while China provides daily consumer products, the substitution effect is limited.</li>
<li>China does have advantages in products such as textile, metallurgy and office communication supplies, the business case is subject to prevailing geopolitical factors.</li>
</ul>


The EU traditionally imported a large number of intermediate goods from China, however, as EU economies slow down, the slowing consumer demand will also reduce the demand for intermediate goods.
EU's manufacturers traditionally focus on high end, high margin products while China provides daily consumer products, the substitution effect is limited.
China does have advantages in products such as textile, metallurgy and office communication supplies, the business case is subject to prevailing geopolitical factors.


EU's Challenge, China's Opportunity?