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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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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Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors 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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Article
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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By

Yash Patodia

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Article
2022-08-31
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Equity Macro and market Opportunities and risks Tech & Innovation
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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 Artificial intelligence (AI) Asia tech Fintech Cloud computing Health care Consumer discretionary Financials Fundamental equity Equity Article
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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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Article
2022-10-31
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Tech & Innovation Equity Macro and market
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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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 Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article
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The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
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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 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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