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Mobile payments have reshaped China’s payment landscape, as the country transitions to a cashless economy.
The transition from conventional cars to electric vehicles (EVs) is accelerating, creating investment opportunities across the EV ecosystem.
A key driver of our 2021 outlook is an expectation of global growth recovery, boosted by the COVID-19 vaccine, which may spur faster normalization in emerging markets economies.
Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.
As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.