Looking beyond Covid-19: Asia technology is the 2020 theme for investors

Markets scrutinised since coronavirus outbreaks

Assumptions about Asian equity markets are being called into question amid a short-term reassessment by the region's companies over the coronavirus fallout.

While much remains unclear, as people stuck at home flock to e-commerce platforms to shop, probably cementing online habits, there are powerful structural trends underpinning technology innovation across Asia - and those themes are unchanged. In fact, 2020 may be the year Asian technology goes from exciting to in the ascendancy. Market Movers Blog: Global equity markets begin week in decline There is a massive, multi-year monetisation opportunity in gaming, e-commerce and enterprise software, while in hardware, there is demand for Asian supply chains in cloud computing, automated driv...