We believe emerging Asia is particularly attractive as an investment focus because it combines rapid economic growth with inefficient capital markets. This combination creates a fertile environment for active investment strategies. We believe it is one of the few regions in the world where consistent alpha can be generated.
Emerging Asia is an economic powerhouse. Its 3 billion people account for almost half of the world’s population. Its combined economies are as large as the economies of the United States and Europe but growing more rapidly. The IMF forecasts that emerging Asia will create over $12 trillion in wealth over the next five years, more than the US and Europe combined.