What if not Alibaba? Where to look for rising stars in the Chinese market?

The markets of South Korea and Taiwan have grown by tens of percent this year due to the hype around artificial intelligence, while the Chinese market has lost more than 10%. The leaders of the fall are Alibaba and Tencent, which have long become synonymous with the Chinese market for global investors. But beyond the tech giants, there are companies in China that are benefiting from other trends, from electrification to data center construction. Let’s figure out where you can find interesting ideas in this market.

What you will learn about in this article:

Why the Chinese market was an outsider

Which three companies are interesting in the long term:

• One of the world's largest manufacturers of batteries and energy storage systems
• One of the leading developers and operators of high-performance data centers in China
• Diversified data center operator with low multiples.