As we enter a significant technology upgrade cycle, emerging Asia is in a unique position as both a very large consumer of technology products and a key player in the supply chain. But what role will ESG and the increasing focus on sustainability play as emerging markets continue their recovery? Watch Jorry Nøddekær, manager of the Polar Capital Emerging Market Stars Fund, discuss the outlook for developing economies.
In the video Jorry discusses:
- How COVID-19 has brought ESG to the fore
- The role of technology in Asia’s recovery
- Changes to his portfolio since the onset of the pandemic
- Outlook for emerging markets