- To ride the wave for future growth, it is critical to identify an enduring growth franchise instead of focusing on certain economies, or looking to time the market.
- Focusing on the mega trends, alongside an active approach, could help long-term investors better capture quality opportunities.
The megatrends in the digital revolution include cloud computing/ digital transformation, artificial intelligence, autonomous cars, 5G and many more.
Technology and the global public health emergency are reshaping the future of the healthcare sector. Healthcare services innovations such as health management data analytical tools and digital consultation tools continue to emerge.
These megatrends are happening at various stages within Asia. We view digital transformation as a relatively attractive sector at the moment.
In the short term, geopolitical uncertainties remain a key source of volatility. It is crucial to keep sight of the fundamentals.
Taking a long term view on the tech sector is also key. This requires open-minded capabilities and the ability to identify the companies that could offer better growth potentials, given the many tech sub-sectors.