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Themis Themistocleous

Jul 29, 2026

34:31
And if we look at China and Asia from an investment perspective, Themis, uh, where do you see the most attractive opportunities at the moment?
34:41
Um, so we actually, at the country level, we still like China, we like Japan, we like South Korea.
34:47
We upgraded India recently.
34:48
But we- let's start with China.
34:50
Within China, uh, we like, uh, IT, and within la- within that, we like semi-cap equipment, uh, we like internet.
34:58
Uh, but also broader, not dissimilar to Europe, we like, uh, power and resources sector, uh, within that, which is also benefiting from demand for electrification, infrastructure, and all of those things.
35:11
We like healthcare, uh, for similar reasons, uh, structural growth, attractive opportunities.

8 MINS LATER

43:03
Mm-hmm.

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