China: the next wave of tech disruptors


Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
Key takeaways:
  • The team has growing confidence that Chinese tech companies will be some of the market leaders globally 
  • The maturity of the technology sector and the strategic importance of technology to the government make China a centre for disruption.
  • Alibaba is disrupting the financial services market on a large scale and represents the team’s four major investment themes (internet transformation, payment digitalisation, artificial intelligence and next generation infrastructure).

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