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Yash Patodia Profile
Yash Patodia
Sector co-head, Technology
Singapore

As co-head of Wellington’s Global Technology investment platform, Yash is the lead portfolio manager of the firm’s Asia Technology strategy and covers the internet and software sectors.

Prior to joining the firm in 2014, Yash worked at Earnest Partners LLC as a buy-side equity analyst. Before that he was a program manager and software design engineer at Microsoft.

Yash holds a BS in computer science and an MS in information technology from Carnegie Mellon University. He also holds an MBA from Harvard Business School. 

Insights By Yash Patodia

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Article
5 min
Asia Equity Article
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Asia's rising role in the global AI build-out

The narrative around artificial intelligence (AI) has, until now, been largely driven by a handful of US names that are now commonplace in most households — the hyperscalers and the model developers racing to the next breakthrough. But as Portfolio Manager Yash Patodia explains, for those investors willing to look further along the value chain, a quieter, arguably more durable story may be unfolding.

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Yash Patodia
Yash Patodia
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5 min
Article
2029-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1765100-AI stocks
Article
3 min
Macro and market Artificial intelligence (AI) Asia tech Equity Asia Technology APAC Global Article
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AI stocks after the sell-off: why the long-term investment case may remain intact

Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.

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Yash Patodia
Yash Patodia
event
3 min
Article
2029-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2175891717
Article
2 min
Asia tech Equity Artificial intelligence (AI) Asia Article
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Asia Technology WellCovered: Fundamentals

From semiconductors to robotics and gaming, Asia is central to tomorrow's tech, yet it continues to trade at a discount versus global peers. Learn how Asia now offers a rare opportunity to access AI-driven growth and diversification at compelling valuations.

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Multiple authors

event
2 min
Article
2027-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1219194036
Article
2 min
Asia tech Equity Asia Artificial intelligence (AI) Article
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Asia Tech WellCovered: Gaming

Asia’s gaming industry is entering a new phase of durable growth. Explore how Asia's gaming dominance is powered by IP ecosystems, recurring monetization, and AI-driven efficiencies.

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Multiple authors

event
2 min
Article
2027-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Robotics arms
Article
2 min
Asia tech Equity Asia Technology Artificial intelligence (AI) Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia Tech WellCovered: Robotics

Robotics is moving from concept to necessity. Explore how structural demand for factory automation, the rise of physical AI, and Asia's — particularly Japan's — leadership in the space are reshaping the global automation industry.

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Multiple authors

event
2 min
Article
2027-06-30
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2193072747
Article
2 min
Asia tech Equity Artificial intelligence (AI) Asia Article
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Asia Tech WellCovered: Semiconductors

Asia sits at the center of the AI supply chain. Explore why structural tightness across the semiconductor ecosystem is creating compelling Asia tech opportunities across the market-cap spectrum.

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Multiple authors

event
2 min
Article
2027-07-31
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2189405521
Article
6 min
Artificial intelligence (AI) Market disruptions Global Investment Angles Article
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Approach AI with an open mind

Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.

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Multiple authors

event
6 min
Article
2027-05-31
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Yellow sound wav
Podcast
27:53 min
iStrat Thematic solutions Equity Artificial intelligence (AI) Disruption Machine learning Asia tech WELLSaid Podcast Podcast
Asia tech innovation: Tomorrow's opportunity amid today's uncertainty
Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.
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Yash Patodia
Yash Patodia
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27:53 min
Podcast
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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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
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Multiple authors

event
2023-01-27
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