RBC Global Asset Management’s Notes from the Road (August 2025) details China’s transition from manufacturing hub to global technology powerhouse, drawing on on-the-ground research.
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R&D & patents: China now ranks second globally in R&D spend, with international patent filings rising from 7.5% (2009) to 25.5% (2023), surpassing the U.S. and Japan.
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EVs & batteries: China leads with 57% of new vehicles classified as “smart” and controls ~85% of global battery production.
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AI & robotics: National strategy and heavy investment are propelling AI adoption, with firms like DeepSeek and Unitree showcasing rapid advances.
Could selective exposure to China’s maturing innovators unlock long-term alpha? The full report explores opportunities and risks.
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