168极速赛车一分钟开奖 Insights Archive - Arrow Capital DIFC Limited https://www.arrcap.com/insights/ Arrow Capital is a registered investment management company with offices in Dubai and Mauritius. Sun, 02 Feb 2025 15:57:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 168极速赛车一分钟开奖 Illumina Report https://www.arrcap.com/insights/illumina-report-2/ Fri, 18 Mar 2022 10:02:57 +0000 https://www.arrcap.com/?post_type=insights&p=531 Illumina’s sequencing machines are estimated to control 90% of the market in the US and compile 80% of genomic information that exists in the world in a given year. The company is sometimes described as the ‘Google of the genomics business’, not just because it commands its market, but also due to its products’ ability […]

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Illumina’s sequencing machines are estimated to control 90% of the market in the US and compile 80% of genomic information that exists in the world in a given year. The company is sometimes described as the ‘Google of the genomics business’, not just because it commands its market, but also due to its products’ ability to ’search’ our complete genetic makeup. Illumina enables its customers to read and understand genetic variations. Its products allow for the sequencing of genomes at an unprecedented scale. In fact, it sequenced the novel coronavirus in just two days, with Moderna taking an additional two days to translate that sequencing data into a mRNA molecule, which is the basis of its vaccine.

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168极速赛车一分钟开奖 Adyen Report https://www.arrcap.com/insights/adyen-report-2/ Fri, 28 Jan 2022 06:54:50 +0000 https://www.arrcap.com/?post_type=insights&p=523 Whether it is by Cash, Mastercard, Visa, Apple Pay, Alipay, Mercado Libre, or even old-school bank transfers, modern day consumers like to pay in various ways. As such, today’s global merchants need to be able to accept all kinds of payment methods. However, by attempting to do so, these merchants face several issues – notably […]

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Whether it is by Cash, Mastercard, Visa, Apple Pay, Alipay, Mercado Libre, or even old-school bank transfers, modern day consumers like to pay in various ways. As such, today’s global merchants need to be able to accept all kinds of payment methods. However, by attempting to do so, these merchants face several issues – notably having their payment processing options being fragmented among multiple intermediaries. This not only leads to increased costs, but it also creates many challenges in terms of creating a single view of their customers’ payment data rather than having to consolidate it all from multiple sources, thus giving rise to a badly unmet global need. This is where Adyen steps in. Adyen helps merchants manage complexity in payments through one system, one process integration, and one contract only, with the ability to serve customers in 150+ countries and to accept 200+ methods of payment.

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168极速赛车一分钟开奖 The Metaverse https://www.arrcap.com/insights/the-metaverse/ Thu, 09 Dec 2021 08:09:27 +0000 https://www.arrcap.com/?post_type=insights&p=518 The Metaverse: The transition from a science fiction novel to fact. It’s posited as the next chapter of the internet or the “Internet 3.0” as it has been branded. In this recent article we examine why it matters, as we explore the metaverse economy and the diverse experiences that could become part of a virtual […]

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The Metaverse: The transition from a science fiction novel to fact. It’s posited as the next chapter of the internet or the “Internet 3.0” as it has been branded. In this recent article we examine why it matters, as we explore the metaverse economy and the diverse experiences that could become part of a virtual world. We also unpack some companies (not an exhaustive list) we believe will be the frontrunners in turning the Metaverse into a reality that we are currently holding in our equity mandate.

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168极速赛车一分钟开奖 Coupang https://www.arrcap.com/insights/coupang-2/ Thu, 18 Nov 2021 07:34:46 +0000 https://www.arrcap.com/?post_type=insights&p=512 Despite the exponential growth in e-Commerce in the last decade, the reality is that we are in the early innings of this secular growth trend. There is a long runway ahead. This is encapsulated in the current low penetration of e-Commerce within total global retail sales. Standing at 14% currently, annual retail e-Commerce spending is […]

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Despite the exponential growth in e-Commerce in the last decade, the reality is that we are in the early innings of this secular growth trend. There is a long runway ahead. This is encapsulated in the current low penetration of e-Commerce within total global retail sales. Standing at 14% currently, annual retail e-Commerce spending is forecasted to reach USD6.5t, or 22% of global retail sales by 2023.

Coupang dubbed the South Korean Amazon, is an interesting player in the sector. The Founder Bom Suk Kim thinks long term, rapidly iterates and has developed a culture different to most Korean corporates

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168极速赛车一分钟开奖 Plant Based Foods https://www.arrcap.com/insights/plant-based-foods/ Wed, 20 Oct 2021 07:45:50 +0000 https://www.arrcap.com/?post_type=insights&p=508 The mass cultivation of animal-based food products in recent years, such as dairy and meat, has raised multiple environmental and health concerns. Given the mounting urgency to tackle these issues, notably global warming, the alarming levels of emission contributions alone make this industry ripe for disruption. As such, innovative creation of new foods are emerging, […]

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The mass cultivation of animal-based food products in recent years, such as dairy and meat, has raised multiple environmental and health concerns. Given the mounting urgency to tackle these issues, notably global warming, the alarming levels of emission contributions alone make this industry ripe for disruption.

As such, innovative creation of new foods are emerging, such as beef without cows, milk from plants and eggs without chickens, all far less environmentally harmful at that.

This has given rise to an enormous growth opportunity in the plant based foods market, giving us a case for returns beyond health and environmental benefits.

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168极速赛车一分钟开奖 Digital Advertising https://www.arrcap.com/insights/digital-advertising-report/ Tue, 21 Sep 2021 09:30:39 +0000 https://www.arrcap.com/?post_type=insights&p=477 • A profound and abrupt shift is coming for everyone who uses the internet. By 2022, regulations designed to protect consumer privacy — particularly the California Consumer Privacy Act — and major technology companies will require users’ explicit permission to share and use data generated from digital interactions. • More and more internet usage now […]

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• A profound and abrupt shift is coming for everyone who uses the internet. By 2022, regulations designed to protect consumer privacy — particularly the California Consumer Privacy Act — and major technology companies will require users’ explicit permission to share and use data generated from digital interactions.

• More and more internet usage now occurs in mobile apps and connected TV devices, where cookies are largely irrelevant and new identifying technologies have been developed.

• The industry needs a better alternative to cookies: One that works across all digital channels; one that better explains its value to consumers, as well as providing the consumer with greater control.

• As such, several companies — notably The Trade Desk (TTD) — have started to adapt to the changes in an attempt to provide alternative solutions to the soon-to-be-obsolete cookies.

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168极速赛车一分钟开奖 Health Care Innovation & Revolution https://www.arrcap.com/insights/health-care-innovation-revolution/ Tue, 17 Aug 2021 13:24:16 +0000 https://www.arrcap.com/?post_type=insights&p=474 Why Focus on Health Care Now? • If we were to condense the relatively short 200,000-year history of homo sapiens into a single year, then most of the medical progress would have occurred in the past four hours. • We are witnessing an unprecedented level of convergence among various fields of science and technology, with […]

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Why Focus on Health Care Now?

• If we were to condense the relatively short 200,000-year history of homo sapiens into a single year, then most of the medical progress would have occurred in the past four hours.

• We are witnessing an unprecedented level of convergence among various fields of science and technology, with innovation in the medical field happening faster than ever.

• Ageing demographics augur for more investment in Health Care: The US is currently on course for one-fifth of their population to enter the 65 years+ bracket by the end of this decade.

• Costs of genome sequencing have fallen from over $2 billion in 2003 to around $1,000 today.

 

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168极速赛车一分钟开奖 Arrow Capital Q3 – 2021 Outlook https://www.arrcap.com/insights/arrow-capital-q3-2021-outlook/ Wed, 28 Jul 2021 06:59:56 +0000 https://www.arrcap.com/?post_type=insights&p=467 In our previous quarterly outlook, we stressed that the recent growth underperformance does not mark the end for Growth stocks. Our views were validated as we saw Growth stocks staging a comeback, returning 12.18% and outperforming other styles such as Value, which returned only 4.72% over the quarter. Download Full Report

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In our previous quarterly outlook, we stressed that the recent growth underperformance does not mark the end for Growth stocks. Our views were validated as we saw Growth stocks staging a comeback, returning 12.18% and outperforming other styles such as Value, which returned only 4.72% over the quarter.

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168极速赛车一分钟开奖 Digital Wallets https://www.arrcap.com/insights/digital-wallets-report-3/ Wed, 16 Jun 2021 21:03:07 +0000 https://www.arrcap.com/?post_type=insights&p=434 Digital Wallets have become a global phenomenon. It is redefining how people transact, pay for things and how other financial services are being integrated on one platform for more efficiency. They are beginning to penetrate the full traditional financial services stack, including brokerage and lending. Digital wallets could serve as lead generation platforms for commercial […]

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Digital Wallets have become a global phenomenon. It is redefining how people transact, pay for things and how other financial services are being integrated on one platform for more efficiency. They are beginning to penetrate the full traditional financial services stack, including brokerage and lending.

Digital wallets could serve as lead generation platforms for commercial activity beyond financial products. Companies like Cash app and Venmo users are surpassing the number of deposit account holders at the largest financial institutions.

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168极速赛车一分钟开奖 Energy Transition https://www.arrcap.com/insights/energy-transition-report/ Mon, 24 May 2021 11:59:46 +0000 https://www.arrcap.com/?post_type=insights&p=430 The global energy system is at the heart of addressing climate change, as it is responsible for 70% of emissions today. Furthermore, global population growth of 2bn by 2035, urbanization, and rising incomes will continue to increase energy usage, putting additional pressure on the climate. To balance this rise in energy demand and CO2 emissions, […]

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The global energy system is at the heart of addressing climate change, as it is responsible for 70% of emissions today. Furthermore, global population growth of 2bn by 2035, urbanization, and rising incomes will continue to increase energy usage, putting additional pressure on the climate. To balance this rise in energy demand and CO2 emissions, renewable energy needs to grow from 19% to 60% of the energy mix by 2050. This presents an unprecedented opportunity for innovative companies providing solutions for decarbonizing, decentralizing and digitalizing the global energy system in an effort to reduce energy-related emissions by as much as 70% in just 35 years to achieve the Paris 2 scenario.

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