New Normal, New Opportunities

 

Work-from-home

  • E-commerce: Stuck at home? Some online retail therapy always helps!
  • Placing more irons in the fintech fire
  • Cloud computing: Cloud genie is accelerating out of the bottle
  • 5G communications networks: Enabling next-generation technology
  • Video streaming: Cord-cutting in the time of COVID-19
  • Nesting: Homebodies for now

Corporate Implications

  • Cybersecurity and digital content: A digital defense is the best corporate offense
  • Automation: Technology advancements lead to new products and higher productivity
  • The importance of resilient companies in portfolio construction

Healthcare

  • Drug discovery & diagnostics: They might be just what the doctor ordered
  • Telemedicine: Stepping out of the shadows to take centre stage

Societal Themes

  • How will COVID-19 impact the fading globalization theme?
  • Surging government debt and deficits
  • Speed bump in the secular growth of the sharing economy
  • Ground zero in the COVID-19 upheaval: The future of travel and leisure

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New Normal, New Opportunities

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