Analysts Offer Clues for Where to Invest in Xi’s New China
- Tailwind for robotics, telco hardware, artificial intelligence
- Medical innovation and sportswear makers can also do well
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Before the coronavirus struck, investing in luxury stocks and Chinese internet giants like Alibaba Group Holding Ltd. and Tencent Holdings Ltd. was a surefire way of tapping the world’s largest consumer base.
Then midway through the pandemic, Beijing began a regulatory crackdown that culminated in an Aug. 17 speech by President Xi Jinping that changed everything.