Rather than viewing our markets in isolation, our analysts operate across geographies and sectors to identify and lead the key narratives shaping Asia. This connectivity enables a more robust, ecosystem-driven coverage model and supports the delivery of research that helps clients navigate increasingly complex and interconnected markets.
Uniquely positioned as one of Asia’s most experienced research houses, our team has an extensive presence across 11 markets and covers more than 800 stocks in the region - combining local insight with a regional thematic lens.
In addition to our long-standing country insights, our team also focuses on four sector verticals: technology and software, energy transition and commodities (ETAC), consumer and healthcare. Our proprietary data sets and analysis help our clients with their investment processes to generate alpha.
On-the-ground insights on strong thematic verticals
Differentiated coverage on 800-plus stocks across Asia
Providing specialist coverage of key verticals including Technology & Software, Energy Transition & Commodities, Consumer, and Healthcare
Rare earths are no longer niche inputs; they now enable electrification, automation and defence capability, making them directly relevant to core industrial and policy agendas, and investment portfolios.
Interested in this article but not a Macquarie client? Contact our team.
The digital economy is moving beyond search and recommendation into the agentic AI era. This marks an inflection point in how traffic is organised, as described by Macquarie’s Three‑Level Traffic Order (3LTO) framework.
As AI agents increasingly navigate the web, traditional user interfaces and the attention economy face existential threats. Monetisation is shifting away from ads and seat‑based pricing towards results‑based commissions and API‑driven fees, measured in tokens.
Interested in this article but not a Macquarie client? Contact our team.
$400bn+ of investments have been announced across the India AI ecosystem to underwrite its growth and develop it as a vertical AI powerhouse.
Interested in this article but not a Macquarie client? Contact our team.
Hyperscalers are reshaping the subsea cable market. AI‑driven bandwidth demand is accelerating global investment, with US hyperscalers set to own ~30% of new cables by 2030, up from <5% before 2020.
Interested in this article but not a Macquarie client? Contact our team.
Asia represents one of the most dynamic and innovative regions globally, with opportunity driven by rapid change and structural growth. Our focus is on delivering differentiated research that helps investors navigate this complexity, providing not just investment ideas, but the perspective and intellectual edge to stay ahead.”
Christina Lee,
Head of Asia Content (Research & Sales)
Macquarie Capital
Technology
Arthur Lai
Consumer
Linda Huang
Critical Minerals and
Energy Transition
James Hong
ESG
Charles Yonts
Healthcare
Tony Ren
ASEAN
Jayden Vantarakis
Global Strategy
Viktor Shvets
Thailand
Angus Kent
Korea
Daniel Kim
India
Aditya Suresh
