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This episode of Macquarie’s Perspectives podcast explores the rapid growth of ecommerce in China, which has the largest online retail market in the world.
Our host Jake Lynch, Head of Research in Macquarie Capital’s Asia Equity Research team, is joined by Ellie Jiang, the team’s internet analyst who specialises in ecommerce, online travel and the media industry. Together, they discuss some of the key drivers behind the market’s growth and the role that ecommerce continues to play during ongoing waves of COVID-19.
Under the D.E.L.T.A.H framework, the Equities Research Asian team has identified the most impactful investment themes into 2022 such as the Metaverse, digital decarbonisation, views on consumer prices inflation and reversals, and more. The report “Asia in 2022 - The key themes to drive performance” presents a comprehensive view to the latest debating ideas, refined and filtered insights of Macquarie’s Asia regional research team.
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While China’s express delivery industry has been the key beneficiary of the online retail evolution, the value proposition for integrated services is becoming more important. Demand for fresh produce, FMCG and catering is growing, and companies with scale and the ability to integrate with hybrid business models are set to lead.
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ASEAN has a lot of appeal for new digital financial services. With more than 70% of ASEAN’s population now online, the movement of wallet providers into banks to expand services beyond payments is a natural progression in their path to set up viable and saleable businesses in the region.
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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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David Ching, Head of China Strategy and China Materials
Charles Yonts, Sector Lead for Asia ESG
Linda Huang, Sector Lead for Consumer & Education
Jake Lynch
Head of Research, Asia
Damian Thong
Technology
Jayden Vantarakis
Financials & ASEAN Coverage
Charles Yonts
Asia ESG
John Conomos
APAC Quant
Nicolas Baratte
Technology & Telecom
Mark Wiseman
APAC Energy
Linda Huang
Consumer & Education
Anna Park and Aditya Suresh
Petrochems
Viktor Shvets
Global Equity Strategy