Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

Key takeaways:

  • Disruption is both an opportunity and a threat in China
  • The Communist Party is the antithesis of disruption; for them, disruption is a threat
  • Innovators within the technology space look well placed to benefit as they disrupt traditional supply chains and customer relationships, becoming more dominant