Wellington Management believes Asia tech is the future innovation hub of the world, offering a long runway for growth driven by technological disruption. The region is the population center of the globe, the backbone of tech’s supply chain and manufacturing and the home to a huge number of small tech companies offering exposure to key secular themes across industries.
In fact, Asia has over 1,000 smaller-cap tech companies, more than double that of North America and Western Europe combined1. We believe Asia tech therefore can offer a depth and breadth of opportunities that global tech typically cannot. After all, 70% of the world’s tech companies are in Asia but the region represents only 17% of the MSCI All Country World IT Index2.
In this Q&A, Yash Patodia shares his views on how best to access the massive and underappreciated Asia tech opportunity and profiles some potential risks for the sector. READ MORE
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