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Japan Equity Asia tech Wealth Program Global Industry Research Information technology Article
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Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

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By

Yash Patodia

Brian Yeong

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3 min
Article
2025-09-30
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Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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By

Brian Barbetta

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4 min
Article
2025-04-30
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Asia China Asia tech China Currents Macro and market Market commentary Multi-asset Distribution Quick Take
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Full speed ahead: China’s race to implement AI

Our experts examine market implications of China's AI expedition.

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By

Yash Patodia

Terry Chen

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Quick Take
2024-11-30
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China USA Geopolitical Volatility Artificial intelligence (AI) Asia tech Information technology Quick Take
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Seven observations on the latest US/China executive order

Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications. 

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By

Thomas Mucha

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Quick Take
2024-08-31
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Artificial intelligence (AI) Asia Asia tech Equity Information technology Tech & Innovation Video Unique Perspectives
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Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

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By

Yash Patodia

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Video
2024-07-31
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China Asia tech Macro and market Brand Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
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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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