Best Research Ideas

Capital Goods: What Can Japan Tell Us about China's Growing Automation Story?

The sustainability of a post-lockdown recovery in China may be a debate among investors, but Jefferies’ industrial data from Japan suggests it is time for investors to examine opportunities. Our HK strategist and industrials team focus on the long-term growth of factory automation in China with a structural shift in the demographics, including a review of the basics of major Chinese and Japanese factory automation players.

Sho Fukuhara, Capital Goods