FTEC - Five Eyes On 5G
By Yan Taw (YT) Boon, Director of Equity Research, Asia and Co-Portfolio Manager - Equity Research Thematic Portfolios
Today's CIO Weekly Perspectives comes from guest contributor Yan Taw (YT) Boon.
Last November I was talking to investors in Japan about how 5G connectivity was going to change the way we live in unimaginable ways.
They seemed as excited as I am about this emerging investment theme, but they were also a little uneasy. They wanted to know more about Huawei Technologies, the Shenzhen-based company that has become the leading manufacturer of 5G telecommunications infrastructure. They