How to invest in sectors benefiting from China's infrastructure-led growth?

Answer

Investors should look for **"secondary beneficiaries"**—industries that are "plugged into" superior infrastructure rather than just isolated businesses.

Key sectors include:

• Renewable Supply Chain: Companies that control the raw materials and manufacturing for the solar and wind industries.
• Industrial Robotics: Advanced manufacturing that utilizes stable, cheap power to automate production at scale.
• Digital Platforms: Systems focused on the transition to digital finance and "programmable money," which require massive data processing capacity.
• Real Estate: Industrial parks and hubs that are directly served by newest UHV grid connections.