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
We also own Samsung Fire Marine is one of the insurance company that has just seen shareholder return being boosted.
And into the CapEx spending cycle of the Samsung Group, we do own Samsung E&A.
It is one of the captive sort of construction company for the Samsung Group.
that could continue to cater to the company's future build-out of their clean room in the country.
And then for the other theme about the beneficiary of AI using AI technology, we do NetEase and Tencent in China.
They are the game producers in China.
And because of the regulation that you need to really publish games in China, it's not something that AI can actually do.
do for you to to really negotiate with the regulator what sort of games can be brought to the market that still needs the leadership and humans yes exactly
Yeah, I think unfortunately, China has just been used as a funding source to buying into the AI hardware space.
So China just have many of the popular holdings among Asia and emerging market investors.
When you think about investing in the region, you usually own stocks in China because they are perceived as the best.
And now with the funding flow coming out of this popular holdings and going into Korea and Taiwan, it's just have depressed that market valuation.
I think that's definitely play an important role in that.
And if we look at the index composition of MSCI China, there are a lot of internet names in there.
And many would argue for internet companies, maybe you need to reinvest yourself, reinvent yourself to have a new business model to really survive in the new AI era.
Maybe you want to increase your capex spending.
You need to have the most competitive large language model so as to win, really.
As a result, it's not so sure whether those companies are still the leaders.
in the region.
So they get sold off because of the fund flow and the question mark of how they're going to evolve themselves in this new technology world.
Showing 121–140 of 268 · page 7 of 14
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