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Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

Alan Tu,  Alan Tu, Portfolio Manager
T. Rowe Price,  May 2020

Key Insights

  • The digitization of a wide range of industries and markets has accelerated during the coronavirus pandemic.

  • Internet platforms perform better the more users they attract, resulting in powerful network effects and scale advantages.

  • While we recognize the advantages of the largest firms, we take pains to research and meet with industry upstarts, which remain powerful sources of innovation and disruption.


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