Andrew Beal, fund manager of the Henderson Asian Growth trust, reveals the stocks and sectors set to benefit from the continent's transforming landscape.
For many years, the growth of Asian economies has been powered by their ability to deliver cheap, high quality manufactured goods to US and European consumers. This export driven model has brought decades of growth and delivered improved standards of living to hundreds of millions of people across the region. Today, Asia stands on the brink of profound changes in the structure and drivers of its economic growth. In many parts of the continent, the combined forces of growing working populations, better education, urban migration and capital investment are driving sustained increases in wo...
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