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We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy.
Companies that do not have sunk capital in legacy business models are often able to utilize technology innovation to leapfrog traditional business models and deliver what consumers want.
Today, one of the biggest themes we see in Asia is the mobility and the electrification of the transportation sector, including battery production.