Slack: C0A0J07FGKT/ts:1774004791.5952

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

regional-opportunistic-trades

🟢 [E1100] Robotics, biotech, batteries, semiconductors and aviation identified as main disruption risks for developed-market incumbents during 15th FYP period. Beijing appears committed to 'slow bull market' in equities. ~150% of GDP in time deposits matures this year, creating large pool of potential equity inflows.
supporting · 2026-04-07