While COVID-19 may disrupt supply chains for 5G (Fifth generation) smartphones in Q1, it has not derailed 5G smartphone demand in China. 2020 looks to be a pivotal year for Asia driven by faster penetration rates, more commercial launches and wider range of 5G application uses.Continue Reading
Fintech: Disrupting Financing Services
Traditional financial services providers are being challenged by financial technology (“fintech”) disruptors. Citi analysts see fintech disruption as an unstoppable trend worth keeping an eye on.Continue Reading
Sectors Asia Pac / EM
Global Luxury Market: Resilience or Soft Landing?
The Global Luxury market is forecasted to grow to US$444 billion (RMB3.1tr) by 2025, with Chinese customers expected to account for over 40%. However in the near term, the luxury goods sector could see more volatility as a number of investor concerns and potential headwinds have re-emerged.Continue Reading
The Future Spenders of Tomorrow
Women are poised to continue to be major drivers of global consumption spending and consequently, global growth. In the coming decade, China could replace US as the world’s biggest spender, with Chinese women playing a sizable role.Continue Reading
Investing in Cyber Security
With the proliferation of data, spending on internet security could continue to grow. Citi analysts explore the performance of cyber security companies, cloud computing, impacts of cyber attacks and changing regulations.Continue Reading
Could Cyclicals Continue to Outperform Defensives?
A dovish Fed, signs of turnaround in global macro sentiment and reducing trade risks are supportive for continued outperformance of cyclicals over defensives.Continue Reading