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科指急瀉8%續創新低 港股現股災 三日挫2637點
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Chinese Versus Foreign Perception Of China Diverges
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Tencent Acquisition Approval Ignites Hong Kong Internet Rally
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Three Asian tech stocks that lead the way in innovation
Professional investor Fay Ren of Cerno Capital highlights three of her favourite Asian tech stocks to buy now
7 May 2021
My personal take on the opportunities within Asia is based on companies that can achieve leading positions in either their home markets, or regionally and globally. The Asian consumption story is well known but the new facet is the growth in commercialisation of home-grown intellectual property. The perception of Asian companies as copycats and consumers of Western innovation is now outdated. So a portfolio of Asian shares should extend beyond traditional consumption themes. Asian companies are climbing up the value chain, disrupting Western oligopolies and beginning to lead industry trends.