The value of emerging markets in the next industrial revolution
While the short term will be dominated by COVID-19 globally, what are the longer-term opportunities in emerging markets?
Jorry Nøddekær, manager of the Polar Capital Emerging Market Stars Fund, sees “the most exciting stock-picking opportunities coming out of the next industrial revolution/technology upgrade cycle which will be centred around 5G, the collection and use of data, and artificial intelligence. As we move from a globalised to a multi-polar world, technology will be essential in the new structure and we are strong believers in the growth opportunities we can identify in these areas.”
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