Coronavirus investing themes, strategy, outlook for next decade: UBS - Business Insider

  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 61 sec. here
  • 3 min. at publisher
  • 📊 Quality Score:
  • News: 28%
  • Publisher: 51%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

UBS outlines 3 major investing themes the coronavirus crisis is shaping today — and breaks down they'll play out in the years to come

for the quarter ending in February that its digital sales in Greater China rose by more than 30% while brick-and-mortar retail sales were impacted by stores temporarily closed during the COVID-19 outbreak.

"Against this backdrop, we continue to believe fintech as a trend should continue to deliver double-digit growth opportunities over the next few years, thus growing at least three times faster than traditional financial services," they added, suggesting investments exposed to the fintech ecosystem could benefit. One major theme the pandemic underscores is the global supply chain's interconnectivity and complexities —In this Dec.

In turn, the pandemic may push companies to consider more domestic supply chains with less reliance on outside ecosystems. "It doesn't necessarily mean on-shoring to high wage countries in Western Europe or North America, but perhaps Eastern Europe, Mexico, or other attractive countries in Asia, to become less dependent on China," UBS said.

This would directly benefit companies with more modern factories using fewer humans and more automation, they said, pointing to the German industrial conglomerate"We believe this trend will continue and become even more relevant. Factory automation equipment, robots, and automation software will play an important role to achieve a higher level of automation," they wrote.

 

コメントありがとうございます。コメントは審査後に公開されます。
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 729. in JP

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Industry insiders reveal how the coronavirus will change advertising - Business InsiderAd insiders from Burger King, Freshly, McCann, and Vita Coco say the coronavirus will radically change advertising, from elevating brand marketing to shrinking the holding companies 👍🏻 Clockbait
ソース: BusinessInsider - 🏆 729. / 51 続きを読む »

Amazon Care is picking up and delivering at-home coronavirus tests - Business InsiderAmazon Care partnered with the Seattle Coronavirus Assessment Network and will deliver diagnostic tests to those who feel sick or are asymptomatic.
ソース: BusinessInsider - 🏆 729. / 51 続きを読む »

Leaked memos reveal how Weber Shandwick execs responded to coronavirus - Business InsiderLeaked memos and internal documents reveal how executives at top PR firm Weber Shandwick responded to the coronavirus crisis in real-time
ソース: BusinessInsider - 🏆 729. / 51 続きを読む »