The structural rise of Asian consumerism

Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.

Rising consumption, supportive demographics, positive political and market reforms, and the strength of the technology sector are four fundamental developments pointing to superior investment opportunities in Asia. As Asian consumers begin to spend more on travel and leisure as well as items such as cosmetics and healthcare, we are actively looking to invest in domestic companies with attractive valuations and good expansion potential.  The potential of technology has been a long-term theme across Asia, but this time the companies have become global brands and the opportunities are la...