In this video, Yan Taw (YT) Boon, Director of Research (Asia), shares his views on recent market volatility and how our 5G strategy is positioned to mitigate near-term risks. He also shares exciting opportunities emerged as a result of Biden’s infrastructure stimulus plan and the global semi-conductor shortages.While markets are likely to remain choppy in the near term, we believe 5G connectivity and digital transformation trends are accelerating and valuations are compelling. More importantly, we believe that 5G is emerging as one of the most visible investment themes with meaningful structural earnings tailwinds and we are only in the early stages of a multi-year 5G super cycle.
Next Generation Connectivity (5G) Strategy Update
May 20, 2021