Macquarie Capital | 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.

Wearables: The next tech frontier - True Wireless Stereo to drive the growth

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.

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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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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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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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