Yash Patodia

Global Industry Analyst
Singapore
1160370731
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

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Artificial intelligence (AI) Asia tech Innovation Asia advised retail Distribution Information technology Asia China Article
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Analysing the bright outlook in Asia tech

Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.

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Yash Patodia

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2024-03-31
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Asia Macro and market Volatility Asia tech Inflation Interest rates Asset allocation Thematic exposure Private companies Fixed income Alternatives Equity Event replay
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2023 Asia Pacific Investment Forum: Restrategise for an altered macro regime

At our 2023 Asia Pacific Investment Forum, a multidisciplinary group of Wellington’s specialists shared their unique perspectives on how to re-strategise for 2023 and beyond.

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2024-03-31
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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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Yash Patodia

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2023-12-31
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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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2023-01-27
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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 Web 3.0 Gaming Tech & Innovation Macro and market APAC Article
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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.
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Yash Patodia

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2022-08-31
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Equity Macro and market Opportunities and risks Tech & Innovation
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Tech WELLcovered: Life stages fulfilled
Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.
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2022-10-31
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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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Tech & Innovation Equity Fintech Global Industry Research Fundamental equity Article
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Tech WELLcovered: Work reimagined
We believe today’s workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present and reimagine how the future of work is creating investable opportunities.
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2022-08-31
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