EM Equities: How Chinese EVs herald a shift in global manufacturing’s balance of power

This Janus Henderson Investors report explores the transformative rise of Chinese electric vehicle (EV) manufacturers and their impact on global industrial and technological power dynamics.  

Key Insights:
• Chinese EV Leadership: Companies like BYD and NIO dominate domestic markets with EV penetration in Shenzhen reaching 67.9% in 2023, reshaping global automotive trends.  
• Technological Innovation: China leads in 37 of 44 critical technologies, bolstered by state-backed industrial strategies.  
• Investment Perspective: Rigorous fundamental analysis is crucial, with opportunities in select Chinese equities offering compelling long-term growth potential.  

For a detailed analysis of emerging market opportunities and global implications, access the full report.