Investment Recipes
AtonRâ Partners' research publication, brought to you every 2 weeks, with articles covering the latest developments in our investment themes.
In this issue of Investment Recipes:
Bionics
MedTech opportunities in China
The Chinese MedTech sector is showing strong overall growth but also undergoing rapid change. Spurred by government policies and incentives, local players are innovating to move up the value chain and reconquer the high-...
Biotech 360°
CRO/CDMO riding the Chinese biotech boom
China's pharmaceutical and biotech industry is undergoing a major transformation and is experiencing significant R&D growth due to government policies to encourage innovative medicines. We believe that the overall growth...
Fintech
2020, a pivot year for blockchain in finance
The digitization of financial services has been accelerating following the coronavirus outbreak. Applications of blockchain in the financial industry are moving from tests and prototypes to industrialized real-life use c...
Security and Space
Home security at your fingertips
Homes are getting more and more smart. Following the initial adoption of «smart speakers and smart assistants», consumers are laying their eyes on smart security, cameras and locks.
Sustainable Future
The hydrogen economy: from hype to reality
While hydrogen has already been an integral part of the energy industry for many years, we believe that the world is undergoing a major hydrogen transition driven by cheaper renewables and increasing government’s commitm...
Inequality driven down by inequal growth
A well-known study by Branko Milanovic showed how in the period 1998-2008 global inequality (measured through the Gini coefficient) contracted. More interestingly, he provided global real income growth (in PPP) by centil...
Casual friday
https://xkcd.com/1558/
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This report has been produced by the organizational unit responsible for investment research (Research unit) of AtonRâ Partners and sent to you by the company sales representatives.
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It should not be assumed that the Certificate will invest in any specific securities that comprise any index, nor should it be understood to mean that there is a correlation between the Certificate’s returns and any index returns.
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