Macquarie Asia Equity Research

Macquarie's Asia Equity Research team delivers insights, analysis and thought leadership for our institutional clients. Uniquely positioned as one of Asia’s most experienced research houses, our dedicated team covers more than 900 stocks across the region.

The team focusses on disruptive innovation across a broad range of industries from consumer and healthcare to technology and the transition to green energy. Our proprietary data sets and analysis help our clients with their investment processes to generate alpha.

11 markets

On-the-ground insights on strong thematic verticals

900+ stocks

Differentiated coverage on 900-plus stocks across Asia

80+ analysts

Providing specialist coverage of 11 key sectors

Our thematic insights

Macquarie Insights is an industry leading research portal covering a full range of sectors and markets.

Access to these reports is restricted to clients of Macquarie.

Containing COVID-19

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.

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Interested in this article but not a Macquarie client? Contact our team.

Autonomous Vehicles: A Data Center on wheels

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.

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Interested in this article but not a Macquarie client? Contact our team.

Dual Circulation 2025

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. 

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Interested in this article but not a Macquarie client? Contact our team.

Our perspectives

"Data Centres offer an infrastructure-type play on data growth – highly predictable cash flows, barriers to entry (location, location, location) and a real growth element."

Nic Baratte, Sector Lead for Technology & Telecom

"In China, we see 8 percent of the hospital system caring for more than half of the entire country’s patients."

David Ng, Sector Lead for Healthcare & Pharma

"We expect leading After School Training players will accelerate consolidation… the pandemic also has provided an opportunity for online education to gain wider exposure. Going forward, we expect the Online-Merge-Offline (“OMO”) model to become the norm in the AST sector."

Linda Huang, Sector Lead for Consumer & Education

Our people

"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 900 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."

Jake Lynch
Head of Research, Asia

Sector leaders

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