Is it too early or too late to invest in 5G?

Although 5G deployment and proliferation are in early days, we believe it is an unstoppable trend. Structural shifts to remote work, online classes and virtual health are driving strong demand for 5G connectivity, and the coronavirus pandemic is accelerating these trends. Watch this video which YT Boon, Director of Research - Asia, explains why the 5G investment universe is now ripe for attractive alpha generation.