Investment Recipes

AtonRâ Partners' research publication, brought to you every 2 weeks, with articles covering the latest developments in our investment themes.

In this issue of Investment Recipes:


China – Macro view

02 December 2020

China issued the outline of its 14th Five-Year Plan (FYP) at the end of october. Even if no specific numerical targets have yet been given, it is stated that China is set to “achieve socialist modernization” by 2035 and...

AI and Robotics

Long march to technological self-sufficiency

02 December 2020

China's demography and social contract require massive investments in automation, artificial intelligence and robotics. 2020 is a pivotal year for the country, which first experienced the coronavirus outbreak and first r...


Chasing opportunities in the Chinese MedTech market

02 December 2020

China’s manufacturing strategy is moving from the “world’s factory” into an innovation-driven powerhouse offering high-quality medical devices “made in China”. This industrial revolution is reflected in the unprecedented...

Biotech 360°

China bets on biotech: the tiger’s fangs are coming out

02 December 2020

The Chinese biotech market is offering the highest growth rates, a supportive regulatory framework and strong capital inflow. Coupled with structural advantages like a vast patient population and huge amount of data feed...

Security and Space

A New Major Space Power Is Here

02 December 2020

Competition with the U.S. and high level of innovation will continue to drive the Chinese space sector. Driven by aspiring plans to colonize the Moon, transform it into a self-sufficient hub for crewed flights, and to la...

Sustainable Future

China accelerating the green transition

02 December 2020

China, as the largest energy consumer and greenhouse gas emitter, has a central role to play in the energy transition. For environmental, economical, and geopolitical reasons, the country understands the need to accelera...

Charts for Thoughts

China’s Global Wealth Effect

02 December 2020

The top chart, courtesy of Max Roser of Our World in Data, shows how global income distribution has translated to the right, towards a more normal distribution, implying higher income equality.

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