Yash Patodia
Sector Co-Lead, Asia
Singapore
Yash covers the software and internet sectors. He conducts fundamental analysis, works closely with portfolio managers to inform them of trends, and makes recommendations in his coverage area. He works in our Singapore office.

Insights By Yash Patodia

Showing of Insights Posts
Unique-Perspectives-Yash-Patodia-0938-720x660
Artificial intelligence (AI) Asia Asia tech Equity Information technology Tech & Innovation Video Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

Continue reading

By

Yash Patodia

event
Video
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Yash-Patodia-0868-720x660
China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

Continue reading

By

Yash Patodia

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
884018786
Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
Continue reading

Multiple authors

event
2023-01-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
illuminated-lock-panel-1171615765-1500x410
Tech & Innovation Fundamental equity Global Industry Research Equity Article ESG Macro and market Opportunities and risks
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
Continue reading

Multiple authors

event
Article
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1254798037
Innovation Disruption Web 3.0 Gaming Tech & Innovation Macro and market APAC Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Step into the metaverse
The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.
Continue reading

By

Yash Patodia

event
Article
2022-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
illuminated-lock-panel-1171615765-1500x410
Equity Macro and market Opportunities and risks Tech & Innovation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
Continue reading

Multiple authors

event
2022-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
6 LOAD {count} MORE

URL References

Related Insights

We seek to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide

View More

© Copyright 2023 Wellington Management Europe GmbH. All rights reserved. WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Switzerland GmbH. Registered at the commercial register of the canton of Zurich with number CH-020.4.050.857-7
For professional investors and intermediaries only. This content is not suitable for a retail audience.

In Switzerland, the Fund offering documents can be obtained from the local Representative and Paying Agent, BNP Paribas Securities Services, Selnaustrasse 16, 8002 Zurich, Switzerland. The Prospectuses are available in English, French and Swiss French.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.