Beyond the short term impact of recent lockdowns imposed by many governments, we believe these events will trigger an important change in consumer and workers habits in the long run.
While at home, people explore new ways of working or learning remotely, they also order food and groceries online more frequently and use their spare time on digital entertainment, boosting demand for video-gaming and streaming.
At SILEX, we are convinced that it is not simply a one-off surge in demand but a trend which was already well under way. Recent events have just triggered broader adoption of these new working and consumption habits. This is unlikely to reverse once this crisis has passed.