Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape, offers many lessons, including:

How China's tech companies have moved from imitation to global innovation
Why the dot-come burst shaped his approach to risk and opportunity
What surprises investors most about Asia's tech sector – from super apps to electric vehicles

From the evolution of business models to how the net phase of AI could impact revenue and costs, Sugi explains how deep industry knowledge and a long-term perspective can give investors an edge.

#CapGroupGlobal

For full disclosures, go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Copyright ©2025 Capital Group

TNB Tech Minute: Trump Administration Proposes Screening Foreign Visitors’ Social-Media History

WSJ Tech News Briefing

Intro

The AI-powered Podcast Player