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China’s AI frenzy: beyond the hype
In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.
The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
Fundamentals: Looking for winners in the AI arms race
ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive. But is it all it’s cracked up to be? And does it ‘meta’ for investors?
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
The Investor's Guide to China podcast: Technology and innovation
"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.
Covid-19: The impact on supply chains
The outbreak of a novel coronavirus from China, known as Covid-19, is putting pressure on supply chains across multiple sectors.
Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)
Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance
Trade wars supercharge China’s drive to tech self-sufficiency
The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.
Bumpy road ahead for US tech stocks
Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.
Avoiding 'cybergeddon': ESG risk in an interconnected world
In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.
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