Looking ahead, we do see the light at the end of the tunnel and the eventual normalization of economies from the disruption of Covid-19. However, the ‘brave new world’ that awaits us post-pandemic is probably going to be very different from the world we’ve left behind.
Supply chains can be considered the “Eighth Wonder of the World”. Today's historically unprecedented level of prosperity, which is enjoyed by more and more people all around the globe is highly dependent on functioning supply chains. Incidents like COVID-19 or the Suez Canal blockage have shown this in an impressive way.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
