China Reopens, AI (again), Pushback on Peak Oil, Bukalapak (BUKA IJ), Chinese Telecoms

"Seeing the Wood from the Trees."

The Five at Five newsletter is published every Friday and pulls together 5 top research notes published over the last 7-days from across the Alētheia Capital platform.

Happy Friday. Despite the shortened week for #lunarnewyear2023 our cup runneth over and it's?difficult to drill down to just five reports.

Please check out our website for the rest: https://www.aletheia-capital.com/

1) #China has reopened. Global strategist Jonathan Wilmot looks at the potential #economic pathway for the world's second largest economy and argues that what happens in China over the next 12 months is as 'important for Asian and global growth' as anything the #Fed (US) does.

Global Strategy: Year of the rabbit

2) Keith Woolcock has been writing about #AI since 2013!

Over the last month he feels like there has been a phase change.

A change that reminds him of what happened in 1995 when Netscape went public. Suddenly, we could see that there was going to be an internet #goldrush.

Then it was 微软 who, like 谷歌 now, was scrambling to catch up.

With this in mind Keith delves further into how companies and #investors can profit from AI.

Thematic Strategy: New growth from AI

3) Asian #equity #strategist David Scott rolls with the punches.

David was marketing in #London last week and there was a lot of push-back on his 'peak #oil' thesis.

In this week's article he fights right back!

Asia Equity Strategy: Pollyanna in London

4) Next up another feather in the cap of Nirgunan Tiruchelvam as he publishes an in-depth report on #Indonesian #ecommerce #behemoth Bukalapak (BUKA IJ).

Check out Nirgunan's analysis of the company's #business model and prospects here:

E-Commerce: Bukalapak (BUKA IJ)

5) We round up this week's #FiveAtFive with another look at #Chinese #telecoms.

While there remain restrictions for many on owning these names, Chris Hoare stresses there is significant read across from their #enterprise #businesses for other operators in #emergingmarkets.

APAC Telecom: Showing the path for the rest of EM

That's it for this week.

As ever, if you would like to follow up on any or all of the above, please get in touch!

#BonWeekend

Product Marketing Team

Ali Naqvi Prashant Gokhale Richard Wallace Graeme Bateman Eileen Lee Dhananjay Mahurkar Michael Chambers Albert Park Terrence M. Alford

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