Techno chances in emerging markets

EMERGING MARKETS/ TECHNOLOGY

Is now the time for investors to place their bets on the growing electronic games and gadget industry? asks JOHCM's Emery Brewer

The enormous queue snaking around Apple’s flagship store on London’s Regent Street indirectly offered a neighbourhood example of the type of investment opportunities currently to be found in emerging markets. Uber-cool, technologically-savvy trendsetters were waiting patiently to get their hands on the latest game-changing device from the Apple stable: the iPad. My lunchtime foray into this immaculate shrine to consumer technology may not have been in the name of research, but it did serve as a potent reminder of the sources of growth we are currently targeting within our portfolio. R...