Fiona Yang
speaker
268 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Fiona Yang’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They're going to go overseas to travel as well.
So we want to benefit from that.
I think the banks, it's going to see acceleration in loan growth, the wealth management product demand introduced by the banks.
And then also on the other side is TPEX going to benefit a lot of the construction companies.
in the country.
So that's around within the career, the secondary and tertiary beneficiary from the AI trend.
And then outside of that is the point you raised about who's going to use this AI technology to really benefit structurally for the future.
So some of the winners that we identified, actually the internet space,
We like some of the game developers in China or in the region.
If you think about online games, how you develop in the past, you spend millions of dollars trying to produce the content to make the AGI looks absolutely amazing.
That comes at the expense of hiring thousands of programmers, graphic designers.
But now using AI, you can just make it so much simpler.
It saves the cost and really enhance the gameplay.
And you can even tailor-made the products to every individual user.
have a completely different gameplay versus the guy sitting next to me because we just like different things.
We want different experience in the virtual world.
That just increased time span on the platform and lowered the cost.
So some of the stocks that we have held in the portfolio for the longest time is just underappreciated by this AI beneficiary thematic.
Right.
So in Korea, we own some of the banks like KB Financial is one of the biggest bank in the region.
Showing 101–120 of 268 · page 6 of 14
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