Webinar Recap: Thematic Investing in 2 Megatrends – Cloud Computing and Solar Energy
Our webinar yesterday covered how giant tech companies like $AMZN, $MSFT, $TENCENT(700.HK), $BABA-SW(9988.HK), $BABA are dominant in the cloud computing industry and the future growth potential of this industry globally.
We’ve also covered the companies spanning across the downstream, midstream and upstream channels in the cloud computing industry.
It also focused on how China is becoming a market leader in this aspect, along with the listed companies that are spearheading this mega trend.
What’s interesting is that when tech giants are competing for larger market share in the cloud space, they will inevitably require more energy to power their services.
This leads to megatrend #2, solar energy (more specifically photovoltaic energy). Clean and abundant, Chinese companies are leading innovation.
Specific ETFs mentioned:
If you want to see which companies are leading the race in these 2 megatrends, do re-watch here on YouTube:
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