Picking the ‘Winners’ through our Structural Market Development research
The performance gap of ‘Winners’ and ‘Losers’ in the Asia region has in recent years widened and we believe this trend will continue in the years ahead. Globalisation forces, technological advancements, and domestic factors are all contributing to an accelerated pace of structural shifts in world economies, including those in Asia. For nearly a decade, our Asian Equities Investment team has been analyzing these “Structural Market Development’ trends, focusing on demand and supply factors which they believe will largely influence the future growth prospects of industries and companies in the region. This unique research framework provides strong empirical data to support the team’s strong-conviction stock ideas, with a portfolio consisting of Asia’s Top 50 future ‘Winners’.