Sophie Earnshaw
Investment manager specialising in China equities and a decision-maker on the Baillie Gifford China Growth Trust, focusing on long-term growth companies across AI, healthcare, renewables and semiconductors.
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Feb 13, 2026 • 32min
China’s new growth leaders: inventing, not copying
Sophie Earnshaw, an investment manager focused on China equities, discusses companies inventing rather than copying. She highlights breakthroughs in batteries, AI, semiconductors, robotics and novel cancer therapies. Sophie also explains why China’s rapid company lifecycle and local networks shape long-term stock picking.
