On-the-ground insights on strong thematic verticals
Differentiated coverage on 900-plus stocks across Asia
Providing specialist coverage of 11 key sectors
More than 11 billion individual doses of COVID-19 vaccine may be needed to achieve ‘herd immunity’ for the global population, in our view. A bottleneck in glass vials is possible, as capacity needs to increase by at least 32% over the next 12 months to deliver 7bn doses by year-end 2021. Potential beneficiaries: glass vial producers, cold chain logistic operators.
Interested in this article but not a Macquarie client? Contact our team.
We expect Vehicles that are largely autonomous to become commonplace by the middle of the decade. This revolution in mobility will require a wholesale re-engineering of the automobile electronics architecture and industry – creating an effective ‘Data Center on Wheels’. Auto OEMs, who were far behind two years ago, are coming back with strength but we think the best investment opportunities will lie with suppliers of automotive semiconductors and software.
Interested in this article but not a Macquarie client? Contact our team.
Dual circulation embodies China’s ambitions to become self-sufficient and the world’s leading smart economy. Against a backdrop of geopolitical instability and a raging pandemic, China’s key 14th Five-Year Plan strategy offers a hedge against deglobilisation, and the means to help China double its GDP by 2035. Key initiatives aim to boost domestic consumption, fast track technology progress and enhance supply chains.
Interested in this article but not a Macquarie client? Contact our team.
Nic Baratte, Sector Lead for Technology & Telecom
David Ng, Sector Lead for Healthcare & Pharma
Linda Huang, Sector Lead for Consumer & Education
Jake Lynch
Head of Research, Asia
Damian Thong
Technology
Scott Russell
Financials
Charles Yonts
Asia ESG
John Conomos
APAC Quant
Nicolas Baratte
Technology & Telecom
David Ng
Healthcare & Pharma
Mark Wiseman
APAC Energy
Jayden Vantarakis
ASEAN Coverage
Han Joon Kim
Internet & Media
Linda Huang
Consumer & Education
Anna Park and Aditya Suresh
Petrochems
Viktor Shvets
Global Equity Strategy