Unique Perspectives

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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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Yash Patodia

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Video
2024-07-31
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Unique Perspectives Climate Carbon emissions Sustainable investing Brand Net zero APAC Article
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Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

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Article
2024-05-31
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Unique Perspectives Carbon emissions Energy Alternatives investing Sustainable investing Brand ActiveViews Net zero Climate tech Alternatives Long-short Article
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Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

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By

Alan Hsu

Tim Casaletto

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Article
2024-03-31
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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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