Singapore
QUESTIONS over the sustainability of the recent equities rally - particularly in the technology sector - are inherently a short term concern, says Andy Budden, Capital Group investment director.
The key is to "look over the valley'' for companies that can survive and thrive on the other side.
For the equities team at the Capital Group, digital transformation remains a key theme, particularly the segments of ecommerce, streaming entertainment, cloud computing and digital payments. These sectors, he says, are experiencing "significant acceleration, and all of which are highly investable''. The Capital Group manages a total of US$1.7 trillion as at end-March.
"What we see in front of us -...
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