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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.
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.
Novel therapies changing the course of health care
Several new drug classes represent a growing investment opportunity set that could reshape the health care sector.
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