• Strong leadership positions in numerous hypergrowth sectors will drive strong growth expected into 2030.
  • Apollo Go self-driving taxis are chartered in several major Chinese cities.
  • Macroeconomic recovery in China, the zero COVID policy ended with lots of pent-up demand from consumers and advertisers. Baidu is a leader in search in China.
  • Expecting tailwinds in advertising space, as firms shift from cost-saving measures to returning to expansion.