Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

Finimize

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Thematic (Sector/Industry)

<ul>
<li>China’s wiring AI directly into the real economy: across consumer platforms, supply chains, and public services. That real-world focus could power the country’s next growth wave.</li>
<li>Valuations are cheap. Risks are well known. And if one macro domino falls the right way – a policy shift, demand recovery, geopolitics thaw – the upside could be substantial.  </li>
<li>So I built the China AI Deployment 10 basket. These stocks aren’t a moonshot: they’re a leveraged play on one of the most consequential tech shifts in China’s modern economy.</li>
</ul>


China’s wiring AI directly into the real economy: across consumer platforms, supply chains, and public services. That real-world focus could power the country’s next growth wave.
Valuations are cheap. Risks are well known. And if one macro domino falls the right way – a policy shift, demand recovery, geopolitics thaw – the upside could be substantial.  
So I built the China AI Deployment 10 basket. These stocks aren’t a moonshot: they’re a leveraged play on one of the most consequential tech shifts in China’s modern economy.


China’s AI Strategy Isn’t About Catching up to the West – It’s About Out-Deploying It.