A small island in Japan called Kyushu is now known as “Silicon Island” due to the massive investments from TSMC and other tech companies. C WorldWide has portfolio exposure to several mentioned companies in this Insight. Read here:

We have broad exposure and are well-positioned in our portfolios to leading companies exploiting AI technology. The question is: When will AI repeat the pattern of internet development in terms of earnings growth?

History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.

Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.