Asia tech

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China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives
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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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By

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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Article
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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Article
2022-10-31
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Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech
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Widespread tech innovation: Don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
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Article
2022-05-31
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Tech & Innovation Asia tech Disruption Innovation Equity Global Industry Research Japan Article
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The world’s hub of innovation
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
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By

Yash Patodia

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Article
2022-03-29
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Tech & Innovation Asia tech Global Industry Research Innovation Information technology Equity Disruption APAC Fundamental equity Article
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Faster computation with smaller, more powerful computer chips
We explore the technology fueling the next stage of computer chip innovation.
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By

Anita Killian, CFA

Yash Patodia

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Article
2022-03-31
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Tech & Innovation Asia tech Global Industry Research Innovation Equity China Information technology Fundamental equity Quick Take
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Local solutions for local markets
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive amid COVID-19 and the US-China trade war.
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By

Anita Killian, CFA

Yash Patodia

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Quick Take
2022-03-31
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