Allera Capital the global asset management firm based in Hong Kong and Tokyo believes there can be a bright future through investing in the right robotic companies. Allera said that they are firmly behind their philosophy that boutique investment firms like themselves possessing asset managers with the right technological savvy can eclipse their larger rivals.
Looking at the bigger picture Global sales of robots eclipsed $10.7 billion in 2014, the lion’s share of the market going to China, the U.S., Japan, Korea and Germany which accounted for 70% of the market. Allera predict a big future for stocks like Rockwell Automation Corp, Japan’s Fanuc and China’s Inovance as 100% of their sales is derived from robot and AI sales they are already focussing on the burgeoning market.
Allera Capital point to a recent report by Beija Ma, an equity strategist at Bank of America Merrill Lynch, in a 300-page report titled, “Robot Revolution – Global Robot & AI Primer,” as falling in line with their analysts thoughts and predictions.
Ma said “Robots are likely to be performing 45% of manufacturing tasks by 2025 versus 10% today,” She also estimated that the robots and AI solutions market will grow to $153 billion by 2020, with robots and robotics grabbing an $83 billion share and AI-based analytics taking $70 billion worth. “Robots and AI are becoming an integral part of our daily lives as providers of labor, mobility, safety, convenience, and entertainment,”
Ma went on to say “Although it is difficult to accurately gauge the link between such exposure and share price performance, we still consider robot and AI exposure as an important and positive point to track given that robots and AI is a global ‘Transforming World’ theme with a long lifespan,” AI has become an essential part of the technology industry—including the 3.5 billion plus Google searches made every day—and is increasingly providing the heavy lifting for many of the most challenging problems in computer science,”