Capital Ideas Investing Podcast

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 Yo