Trustnet Magazine 66 October 2020 | Page 36

[ BAILLIE GIFFORD ]
At the stock level , China is where investors can find many of the world ’ s most innovative companies which are well suited to our growth style of investing . Some examples from our portfolio include :
REVOLUTIONISING HEALTHCARE Ping An Good Doctor , an online GP service , has utilised artificial intelligence in such a way that a single Ping An doctor can review 500 patients a day , with double the accuracy of a physical doctor .
CATALYSING ECOMMERCE Alibaba and JD . com have helped create the world ’ s biggest ecommerce market , larger than the next 10 combined . to consume and adopt technology is arguably growing faster than anywhere else in the world , gives us confidence that many of the world ’ s leading technology firms will be found in China over the coming decades . Baillie Gifford is fortunate to have been investing in China for many decades , providing us with years of knowledge and understanding of the unique Chinese market , and allowing us to hone our unique investment process through numerous market cycles . Key to our success has been our differentiated philosophy , which is perhaps surprisingly simple : it is longterm , active and growth . China has some of the most exciting and transformational growth
SPEARHEADING ELECTRIC VEHICLE ADOPTION CATL , the world ’ s largest electric vehicle ( EV ) battery maker , has enabled China to account for nearly half the global EV market . trustnet . com