“The real investment success of the digital revolution has so far been limited to a small number of US companies. However, this is no longer the case. We are seeing opportunities around the world, within varying business verticals. For example, retailers are doing a great job of fusing their online capabilities with their real world capabilities to provide customers with an integrated experience,” he explains.
Amid solid economic growth expected this year, digital disruption will continue to be an investment theme that provides investors with a wide range of equity opportunities, says Capital Group investment director Andy Budden.
Digital disruption has been a huge investment theme in equities for the last decade, as investors reap the returns provided by high-growth, high-margin tech companies. Budden tells The Edge Singapore that he expects the theme to continue for the rest of the current decade as well, as attractive companies spread across various markets, sectors and industries.
