I put a good chunk of my wealth into JD $JD-SW(09618)$
China's semiconductor production is up 40% through to the end of March. They are now poised to dominate legacy nodes, and are on track to gradually catch up with the US in high-end semiconductors over the coming decade. When they start to seriously damage the prospects of Nvidia $NVIDIA Corp(NVDA)$ , Intel $Intel(INTC)$ and AMD $Advanced Micro Devices(AMD)$ (with the last 2 this may already be a factor in their recent declines) - that will be another key turning point. All of this bodes well for the Chinese economy, as they move up the value chain.
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