Riding the Innovation Wave in Asia

No longer a place where everything is produced but nothing is invented, Asia is riding a wave of homegrown innovation with long-term investment implications.

Watch the Video: A Cashless Day in Beijing

It is actually possible to navigate an entire day in China’s larger cities without hard currency or plastic cards. The country’s ubiquitous mobile payment systems, QR codes, ordering apps and sharing platforms have turned the smartphone into the transactional medium of choice.


  • China’s intelligent plan for the future

    By adding artificial intelligence to a list of subsidized private companies, China’s policy maker aim to turn the industry.

  • China’s search engines capture enough big data to turbo-charge AI applications

  • China’s search engines capture enough big data to turbo-charge AI applications

    China took the lion-share of US$15.2 billion invested in AI startups globally in 2017.

  • Where does the investment opportunity lie?

    For investors, China’s investment in artificial could potentially spur earnings growth in a variety of sectors including:

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Taking the Lead in AI

With government backing and a huge growth in big data capture from social media, China is well positioned to become a global leader in artificial intelligence (AI).

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  • Financial inclusion has been a challenge in Asia

    Access to basic banking services and financial credit varies across Asia.

  • Innovative Chinese companies have stepped in to fill the void

    Banks are slow to service individual customers at scale, making way for innovation and entrepreneurs.

  • Across Asia, companies and consumers are bypassing the traditional banking system

  • What next?

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Banking on Innovation

Across Asia, companies and consumers are bypassing the traditional banking system. But the banks are playing catch up.

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  • Global EV Battery Cell Manufacturing Capacity Market Share

    For three decades, South Korean and Japanese manufacturers have dominated the global battery market, but China is catching up backed by aggressive government policies.

  • EV consumers: Soaring sales in Asia

    Electric vehicle sales have soared thanks to a combination of government policies, fiscal incentives, subsidies and improved infrastructure.

  • Innovative Chinese companies have stepped in to fill the void

    Banks are slow to service individual customers at scale, making way for innovation and entrepreneurs.

  • Focus on South Korea: Consumers

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EV Delivers a Jolt

The global market for electric vehicle (EV) batteries is expected to grow tenfold in the next 20 years. Asia is poised to be the major player – both as consumers and producers.

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Research & Insights

Explore our in-depth coverage of innovation and investment opportunities in Asia.

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Disclosure and Notes

FOR INSTITUTIONAL USE ONLY – NOT FOR RETAIL DISTRIBUTION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Past performance is no guarantee of future results. Investing in international and emerging markets may involve additional risks, such as s ocial and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. The information contained herein has been derived from several sources believed to be r eliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information. This report is for informational purposes and is not a solicitation, offer or recommendation of any security, investment management service or advisory service.

Matthews Asia is the brand for Matthews International Capital Management, LLC and its direct and indirect subsidiaries.