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The investment case for China’s indigenous software and IT industry (continued).

China’s IT industry has outperformed the broader Chinese stock market for most of the past decade. The following MSCI chart shows that since 2010, the MSCI China Information Technology Index, denoted by the blue line, has outperformed the MSCI China Index, denoted by the yellow line, in practically every year, with 2018 standing out as an exception. Last year’s underperformance is likely to prove temporary, because Beijing has resolved to step-up the development of its indigenous software industry so that it can break free of its dependence on U.S. technology. MSCI China IT Index vs. MSCI China Index, Jul. 2004 – Jul. 2019 Source: MSCI The MSCI China IT Index is likely to outperform the broader MSCI China Index over the long run fo...

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