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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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Biotech Global Industry Research Health care Equity Article
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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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By

Blake Tye

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Article
2024-10-31
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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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