"Just outline the five where they're dominant and the areas that they're growing."

"Right. So we looked with our Bloomberg Intelligence and Economics colleagues at 13 key technologies that are part of China's Made in China 2025 initiative from about ten years ago. The five areas where China is clearly leading as of this year would be drones, high-speed rail, EVs, as you were just discussing, solar panels, and graphene. Some advanced materials where their competitors will be things like semiconductors, AI, machine tools, LNG carriers - they have like a big ship target - and drugs like pharmaceuticals. Where they're really behind is commercial aircraft."