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China
DeepSeek, AI models & Cerno Global Leaders – first thoughts
29/01/2025
By
Michael Flitton
Postcard from China – May 2023
12/07/2023
By
Fay Ren
Revisiting the case For Techtronic Industries
25/04/2023
By
Fay Ren
Cerno Capital Book of the Year 2022 – “Chip War” by Chris Miller
30/11/2022
By
James Spence
Centre Testing International: Testing Times
20/01/2021
By
Fay Ren
Longer: A story of long-term growth and substitution in Chinese Healthcare
21/09/2020
By
Fay Ren
Social commerce in China: teleshopping redux
21/09/2020
By
Michael Flitton
Investment Letter – February 2019
06/02/2019
By
James Spence
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