Rising optimism on a faster-than-expected return to economic normality has prompted talks of a sustained rotation away from the technology leaders into cyclical stocks. However, it would be premature to write-off the technology plays given their long-term growth potential.

The pandemic has hastened the digital transformation across businesses as well as consumers and accelerated the demand for new technology infrastructures. More significantly, the move into a more digitised world is here to stay even in the post-pandemic era.  We continue to see investment opportunities from a number of secular technology themes that would drive changes and disruptions in the next decade.

Click here to read more about the opportunities.

Click here to watch our summary video on Tech-investing in a new world

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