Sugi Widjaja

Sugi Widjaja, a veteran technology analyst at Capital Group, shares his insights into Asia's tech landscape and overlooked opportunities. He explores how China's tech firms evolved from imitation to innovation, highlighting the rise of super apps and the mobile payment revolution. Sugi discusses the transformative impact of AI on revenue and productivity, as well as the importance of deep industry knowledge for investors. With valuable lessons from his career, he emphasizes the need for skepticism toward management narratives and the strategic selection of investments.