Emerging Markets Discoveries

Emerging Markets ("EM") Asia is at the center of the electric vehicle revolution.

  • Stephen Lew
20 Sep 2021
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View PDF   Download PDF  
  • We are witnessing a megatrend in the global electric vehicle market with EM Asia at the center of the electric vehicle revolution.
  • China will likely become the largest electric vehicle market in the world and critical companies involved in the supply chain of electric vehicles will be based out of Asia.


The views expressed are those of the portfolio managers as of September 2021 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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