Asia tech

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Seven observations on the latest US/China executive order

Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications. 

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Thomas Mucha

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Quick Take
2024-08-31
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Artificial intelligence (AI) Asia Asia tech Equity Information technology Tech & Innovation Video Unique Perspectives
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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.

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Yash Patodia

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Video
2024-07-31
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China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
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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.

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Yash Patodia

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Article
2023-12-31
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Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article
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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.
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2022-11-30
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Innovation Disruption Equity Macro and market Tech & Innovation Fundamental equity Asia tech Article
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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.
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2022-10-31
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