Think Global, Be Local
Global 5G is a thematic you already heard before. GATE enhances this thematic adding the leader in 5G networks, aka China, to the USA. We also integrate the timeline of development and adoption, some services being not available before 2025.
Our Global Macro process detected the uncorrelation of this thematic to the Trade War engaged by Mr. Trump. In addition, Telecoms are the first beneficiaries if global tensions arise due to geopolitical tensions or pandemic.
The Global 5G technology market is anticipated to be at $5.53 billion in 2020, and is projected to reach $667.90 billion by 2026, registering a CAGR of 122.3% from 2021 to 2026.
Asia-Pacific would be the highest contributor to the global market, with $2.20 billion in 2020, and is estimated to reach $329.09 billion by 2026, registering a CAGR of 130.7% during the forecast period
The Global 5G technology market is anticipated to be at $5.53 billion in 2020 and is projected to reach $667.90 billion by 2026, registering a CAGR of 122.3% from 2021 to 2026.
Now we express this thematic via a double allocation and Global Macro hedges :
- 5G Utilities vs 5G Beneficiaries. The growing adoption will reverse this initial split in favor of 5G Beneficiaries.
- Geographical allocation considering both leader countries : China & the USA.
- A Global Macro Hedge via short in S&P500, HSCEI, and/or SX5E reflecting the geographical weightings and Global Macro signals.