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.

China Pandemic Round 2: Shanghai in Stasis

How Semiconductor Supply Chain in China Stands to Benefit from Ukraine Crisis

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>It took Wuhan 3-8 months for the economy to recover to pre-pandemic level,  but this time it's difficult as export and real estate are suffering from a crisis in confidence.</li>
<li>Fresh graduate and migrant workers will push up unemployment rate, and damage employment expectation, leading to little hope of rebound in discretionary consumption.</li>
<li>Government stimulus policies on consumptions are currently far from enough</li>
</ul>


It took Wuhan 3-8 months for the economy to recover to pre-pandemic level,  but this time it's difficult as export and real estate are suffering from a crisis in confidence.
Fresh graduate and migrant workers will push up unemployment rate, and damage employment expectation, leading to little hope of rebound in discretionary consumption.
Government stimulus policies on consumptions are currently far from enough


The Great Leap Backward...