On-the-ground insights on strong thematic verticals
Differentiated coverage on 900-plus stocks across Asia
Providing specialist coverage of 11 key sectors
Our Asia Technology team examines the rapid growth and opportunities in the global wearables market. As mobile penetration continues to increase and smartphones cement their role in our daily lives, wearables come hand in hand with rapid digital adoption. As the next big thing, the total wearables market is predicted to enjoy robust growth in the coming years with a five-year compound annual growth rate (CAGR) of 22% in 2020-2024. True Wireless Stereo (TWS) is a key driver in the growth of the wearables market. Learn more about the wearables market in this report.
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.
Nic Baratte, Sector Lead for Technology & Telecom
David Ng, Sector Lead for Healthcare & Pharma
Head of Research, Asia
Technology & Telecom
Healthcare & Pharma
Han Joon Kim
Internet & Media
Consumer & Education
Anna Park and Aditya Suresh
Global Equity Strategy