"The next 5-10 years will see large sustained investments in technology and chipmaking capacity, aimed at enabling broad-based diffusion of advanced data processing from the network edge, to the cloud. We expect significant innovation activity to be directed at discovering, and exploiting at scale, the business opportunities enabled by the flood of data from sensors and online activity.”
Damian Thong, Division Director
Senior Research Analyst
"As sustainable finance continues to mature into a core element of the financial services industry in Asia, investors need to be ahead of the curve when using ESG data to properly assess earnings risks and opportunities."
Sector Lead for Asia ESG
"Macquarie Asia Equity Research aims to be a trusted partner to our clients, sifting through the noise to identify the cutting-edge thematics that are constantly redefining the markets, industries and economies of the incredibly dynamic Asia region.
Our approach is relentlessly bottom up, with a team of more than 80 analysts on the ground, stretching from Japan to India across 11 offices and covering over 800 stocks. Our strategy is to uncover disruptive innovation and the consequent potential to capture alpha.
From the re-invention of mobility, finance and retail, to the rapid impact of ESG on markets, to geo-political evolution, our analysts are thought leaders for the market."
Financials & ASEAN Coverage
Internet & Digital Assets
Technology & Telecom
Energy & Materials
Consumer & Education
Anna Park and Aditya Suresh
Global Equity Strategy