SCOUT· 37%4m·2026-09-29·MoneyChina’s $12 Trillion Manufacturing Upgrade
Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains. Read more insights from Morgan Stanley. ----- Transcript ----- Sheng Zhong: Welcome to Thoughts on the Market. I’m Sheng Zhong, Morgan…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 37%
- Community
- no read yet
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“Total China🇨🇳🇲🇴🇭🇰🇹🇼 Victory ✌️”
“Longer content would be nice!!”
“As undeniable as robotic AI future is, several questions remain open: would it be used for unskilled labour? If that is the case, would that be profitable given the technology cost? If it would be used as highly skilled labour, who carries…”
Similar episodes from other shows
More like Thoughts on the Market →
Dan Wang on China's Mission to Be a World Leader in Semiconductors
China’s race to tech supremacy: Robot generation
The Consequences of China's Slowdown
Move Over, Humans. China's Robots Are Taking Over
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.