One feature of investing in Asia has been the rise of some truly great technology companies. Huge populations colliding with rapid technology adoption has seen investors flock to names such Baidu, Alibaba, Samsung and Tencent. The sector has come under pressure in 2018 due to a combination of big-picture concerns and stock specific issues.
Mary Manning, Portfolio Manager at Ellerston Asian Investments, explains that in some cases the selling has been irrational and not based on company fundamentals. In this video, she provides a short guide to investing in Asia’s tech titans and one of the big names that Mary believes is a ‘very good buying opportunity’
Ellerston Asian Investments is a concentrated large cap portfolio based on high conviction best ideas which is benchmark independent. The portfolio provides investors access to high growth opportunities throughout Asia via a highly experienced and specialised team. Find out more