'Old Asia' to 'New Asia': Don't look backwards
'Old Asia' to 'New Asia': Don't look backwards. Asia is evolving rapidly, which has implications for investors globally. It should no longer be viewed as just a cheap manufacturing hub but a region with high value-added industries catering to an increasingly wealthy middle class. Investors have for some time looked at Asia as a straight growth story, but that isn't the case anymore. In our view, it is the quality of growth that matters - as'Old Asia'evolves into'New Asia', investors need to consider where growth will come from in the future. Taking into consideration demographics, wage growth and a burgeoning middle class, Healthcare, Tourism, Insurance and the Environment are the areas that we believe will drive equity market re-ratings. Read our report for more detail on each of these demographic trends: (VIEW LINK)
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Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.
In April 2021, Yarra Capital Management acquired Nikko Asset Management’s Australian business and assumed responsibility for the distribution of Nikko Asset Management’s funds in the Australian market.
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Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
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