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When will 5G stocks begin to outperform?

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When will 5G stocks begin to outperform

When will 5G stocks begin to outperform?

DATE
SATURDAY, 9 OCTOBER 2021
Title When will 5G stocks begin to outperform?
Webinar Details Since late 1978 under the leadership of Deng Xiaoping, the obvious aim of the policy shift was to rebuild its economy and society that were devastated by the Cultural Revolution. The recent policy reforms in China following the release of the 14th Five Year Plan have focused on the technology sector, in particular building manufacturing prowess in semiconductors and IT hardware.
         
Will the policy shift present tailwinds for 5G growth?
Will potential US interest rate hike put further pressure on technology stocks?
           
Join us this Saturday and have your queries answered by YT Boon, Portfolio Manager at Neuberger Berman.
Host Ng Shin Seong

Head, Investment Strategy & Advisory
Standard Chartered Bank Malaysia
Speaker(s) Yan Taw (YT) Boon
MD, Portfolio Manager
Neuberger Berman
Registration Link https://primetime.bluejeans.com/a2m/register/vqbuwawz
Post event Key Takeaways Thank you for joining last Saturday’s webinar with YT Boon, target portfolio manager of Principal Next-G Connectivity Fund. YT shared insights into portfolio actions made amidst challenges faced by technology stocks in 2021. He also shared his optimism for brighter outlook in portfolio performance in the coming months.
           
Here are the key insights for your reference:
       
1. Policy shifts in China highlights the ambition of Chinese government to focus on higher quality industrial and manufacturing, particularly in semiconductors, industrial IOT and renewable energy. High speed connectivity remains key focus as China maintains leadership in 5G technology.
         
2. Global 5G rollout is ramping up as major telcos in US speeds up the availability of the 5G network – targeting to cover up to 55% of the US population by summer of 2022. Stock market volatility does not derail 5G rollout plans.
             
3. Portfolio performance remained resilience through disciplined approach in taking profit and trimming positions. YT expects the Q3 earning season to provide catalyst for more upside. Earnings growth is projected to be strong for the companies within the portfolio compared to broader tech sector.
         
We advocate adding positions into the Principal Next G Connectivity Fund as disruptive innovations and services continue to dominate daily lives post-pandemic. Subscribe today through SmartDirect on your SC Mobile.
        
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When will 5G stocks begin to outperform

YT shared insights into portfolio actions made amidst challenges faced by technology stocks in 2021.