Assumptions about Asian equity markets are being called into question amid a short-term reassessment by the region's companies over the coronavirus fallout.
While much remains unclear, as people stuck at home flock to e-commerce platforms to shop, probably cementing online habits, there are powerful structural trends underpinning technology innovation across Asia - and those themes are unchanged. In fact, 2020 may be the year Asian technology goes from exciting to in the ascendancy. Market Movers Blog: Global equity markets begin week in decline There is a massive, multi-year monetisation opportunity in gaming, e-commerce and enterprise software, while in hardware, there is demand for Asian supply chains in cloud computing, automated driv...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
