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%

대한민국 뉴스 뉴스

대한민국 최근 뉴스,대한민국 헤드 라인

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.

 

귀하의 의견에 감사드립니다. 귀하의 의견은 검토 후 게시됩니다.
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:

 /  🏆 729. in KR

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

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
출처: BusinessInsider - 🏆 729. / 51 더 많은 것을 읽으십시오 »

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.
출처: BusinessInsider - 🏆 729. / 51 더 많은 것을 읽으십시오 »

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
출처: BusinessInsider - 🏆 729. / 51 더 많은 것을 읽으십시오 »