Alibaba-backed DingTalk is the most downloaded free app in mainland China’s iOS App Store, followed by Tencent Conference. WeChat Work, which is also from Tencent, ranks No. 4 as of 19th February. This is also the very first time that business-categorized app won first place in iOS App Store. Their new-found popularity offers China’s twin internet giants a chance to stake out an unclaimed multibillion-dollar arena. Originally designed for China’s white-collar workers, these office apps adapted to the virus outbreak by offering the service to help educate primary and middle school teenagers. DingTalk rolled out a slew of new features for classroom settings, including live-streaming lessons that can have as many as 302 participants and an online testing and grading system. At least 50 million students from elementary to high school across 300 cities in mainland China had signed up for DingTalk’s online teaching programs conducted in tandem with local education authorities as of 10th February. China’s online education has been booming in recent years, with revenue estimated to have reached around $36 billion in 2018, and is expected to more than double in 2022, according to iResearch. The coronavirus will end someday, but it is just the starting point for China’s Digitalization to go viral across various fields.
Feb 20, 2020
What’s happening in 60 seconds on China Internet? Actually, more than you can imagine! Here are just some of the most impressive nuggets on what has happened in China’s digital online world in just 60 seconds: 42m voice messages sent though messaging app WeChat, 8.3m videos watched on video-sharing social platform TikTok, 8k orders made on e-commerce platform Pinduoduo, RMB 8.6m transacted on e-commerce platform Tmall, RMB 15m paid through digital payment app Alipay, 56k drivers picking up passengers through ride hailing app DIDI, etc.
Feb 17, 2020
On account of an atypical, tech-enabled start of the Year of the Rat, what are people doing during this very unusual Chinese New Year holiday period? While the roads are empty and quiet, we see extremely busy traffic online from social gathering and entertainment to post-holiday work arrangements all thanks to technology - which enabled an unconventional time of family reunion, and possibly fast-tracked development of enterprise digital transformation in the way.
Feb 3, 2020
2019 saw expensive asset classes get more expensive, a global yield back-up replaced by a yield rally, continued outperformance of DM over EM and Growth over Value (notwithstanding a few wobbles). As we approach 2020, we review market behavior during the last 12 months, the risk and opportunities going forward and make a few observations about trends that will dictate returns.
Dec 9, 2019
Investors like to conceptualize mega trends into investment themes, which fund managers use to identify strong companies based on top-down investment approaches with a focus on broader, macroeconomic themes. New investment themes always emerge from time to time, such as dot.com around the millennium, social media & robotics in the past decade, or sharing economy & artificial intelligence not long ago. What do they have in common? Technology! A sudden shift in technology would make transformative changes that redefine work processes, rewrite the rules of competitive economic advantage, and eventually the structural breakthrough will bring the potential output to the next level. That’s why market is interested to find out if 5G is a crucial investment theme.
Nov 5, 2019
Looking for a high conviction basket of Asia growth opportunities? We have a solution for you! Premia Asia Innovative Technology is a diversified, transparent, cost-efficient strategy capturing 50 Asia innovation leaders, and it is a basket of stocks favoured not only by analyst consensus but also many long-term investors including leading sovereign funds and private equity firms. Apart from the well-known BATJs, this vibrant region is also home to many other innovative companies such as the new e-commerce disruptor Pinduoduo and the photon technology evergreen Hamamatsu.
Sep 5, 2019
The World Economic Forum recently compiled the 2019 report of World’s Top Emerging Technologies. In this article, we will highlight 5 of the emerging technologies and share a few related examples of innovative companies in Asia. We see many Asian companies at the forefront of researching, developing and implementing world’s top emerging technologies. The global and regional megatrends such as aging population, growing middle class, green environment will also continue to drive technology advancements in order to enable more innovative and efficient solutions for the society.
Aug 19, 2019
3 of our ETFs recently went through their annual index rebalances. While investors focus mainly on fees and liquidity, the rebalancing and index methodology of ETFs are equally, if not more, important to the investor experience and returns. To that end, we’d like to highlight June’s rebalances and explain what investors can expect going forward.
Jul 13, 2019
The Global Mobile Communication Systems Association estimates that by the end of this year, 5G services will be available in 29 markets around the world, with 10 million connections. What is 5G and where do we see potential investment opportunities from this significant technology upgrade in Asia?
Jun 6, 2019
Nasdaq has made new highs and investors are understandably excited. Similarly, here in Asia we have seen innovative technology companies outperform YTD but with much less fanfare. David Lai explores the major megatrends in Asia and why you need to invest in tech leaders across this region.
May 3, 2019
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