Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Sydney’s office market is facing muted future supply and a flight-to-quality.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
Scrubbing in to watch multiple pulse field ablation procedures, we learned about the benefits and risks of this exciting new treatment option for AFib patients.
Innovation, reform, and restless energy are propelling the modernization of India’s economy.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.