How to gain exposure to five big Asian tech growth themes

Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.

In Asia, the abbreviation R&D used to refer to 'replication and duplication'. Times have changed and now Asian companies are at the cutting-edge of research and development into technology, focused on five key growth areas: smartphones, augmented and virtual reality, the smart-home, artificial intelligence, and electric/autonomous vehicles. We believe investors are likely to benefit from investing in Asian technology companies exposed to these five key themes. In recent years Chinese smartphone manufacturers have consistently gained global market share from the two leading incumben...