A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?
Oct 26, 2021
11 minutes
Rhynhardt Roodt
Wenchang Ma
Anton Du Plooy
A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?
Rhynhardt Roodt
Portfolio Manager
Wenchang Ma
Co-Portfolio Manager, All China Equity
Anton Du Plooy
Technology Analyst
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