Asia is evolving rapidly, which has implications for investors globally. As 'Old Asia' evolves into 'New Asia', investors need to consider where growth will come from in the future.
At Nikko Asset Management, we have identified four key themes for tomorrow's Asia. Taking into consideration demographics, wage growth and a burgeoning middle class that is resulting in changes in patterns of consumption, we view Healthcare, Tourism, Insurance and the Environment as the major investment themes for Asia.
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This video has been prepared by Nikko Asset Management Co., Ltd (Nikko AM). This material is issued in Australia by Nikko AM's indirect subsidiary, Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). To the extent that any statement in this video constitutes general advice under Australian law, the advice is provided by Nikko AM Australia. Nikko AM does not hold an AFS Licence. Nikko AM Australia is part of the Nikko AM Group.