Amundi Asia Pacific Market Monthly Commentary - August 2020
Thursday 14 May 2020
It now seems that the workplace of the future will blend physical and virtual environments. Flexible work arrangements will be the norm and this will reshape workplaces and work spaces.
The “new normal” revolves around the Work From Home (WFH) theme as IT spending shifts towards WFH infrastructure (cloud data centers, collaboration and video conference tools etc.). Gartner estimates that, by 2030, remote working demand will increase by 30% as Generation Z fully enters the workforce.
For years, firms have been moving towards an increasingly digital core based on software, data and digital networks, requiring a fundamentally new operating architecture. This should continue to be beneficial to many companies within the electronic value chain, from providers of virtual reality headsets and Wi-Fi routers to companies providing communication infrastructure, applications and Cloud services. Digital applications and hardware now allow users to remotely collaborate, with collaboration tools and platforms.
In this scenario, which themes and stocks are the winners?
Click below to read the full document.