EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Policy catalyst in China's software industry

Technology

Horizon Insights

To combat uncertainties caused by sanctions and rising geopolitical tensions, and more importantly, to improve the rate of self-sufficiency in the critical process of production in various industries, the government has implemented and heavily promoted the Xinchuang Standard Pilot Program, which is one of Horizon Insights’ long-emphasised investment themes for the tech sector. Investors should be focusing on office automation and the industrial software industry with companies such as Kingsoft Office, Hundsun Technologies, Weaver Network, Seeyon, Kingdee and SUPCON well placed to benefit.

Edition: 147

- 28 October, 2022