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Tech specialist and Fidelity Funds - Future Connectivity Fund portfolio managers, Casey McLean and Sumant Wahi explore recent developments in the sector, including the global roll out of 5G, China’s innovation push to tech self-sufficiency and how connectivity trends have shifted through the recent crisis. Does this represent an ever-greater role for digitisation and connectivity and what are the broader investment implications?
The roll out of 5G around the world will become a key enabler of the future of connectivity. Which regions are winning that race?
Sumant Wahi (SW): Given the size and value of addressable markets in the developed world, the US and Europe are still leading from a financial perspective. However, when you think...
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