(1:18) Whether it’s 5G or 6G, the core investment theme is the same – opportunities enabled by next generation connectivity. Investors can benefit by seeking to identify the enablers and beneficiaries of this megatrend, across a range of sectors and value chains.
Could the metaverse be a revolution in every aspect of our lives, ridiculous hype that will lead nowhere, or the natural progression of a world we’ve been living in for decades?
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
Working and shopping from home during the pandemic highlighted the importance of 5G connectivity. But the pandemic only accelerated a trend that has been underway for years. Far from being over, the 5G story is only just beginning.
Think of data as the new oil and 5G as the pipeline. 5G is seen as a strategic asset by many nations, as it is a key infrastructure to driving technology innovation and economic growth.
We believe the higher speed, greater connectivity and lower latency enabled by 5G networks will unleash a range of technologies that can play a critical role in realizing the UN Sustainable Development Goals.
We think there will be 5G-enabled “killer apps” in just about all aspects of life and every industry, which is why we believe that it takes a research capability covering all sectors to invest in this theme.
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
The semiconductor sector used to be cyclical, but with the advent of 5G and broader digitalization, demand growth has become increasingly structural.
