There’s been a lot of talk on growth investing over the past year.
Although the pandemic is still raging around the world, investors have been rushing towards big names that have performed well despite the downturn.
The large ย technology stocks such as Alphabet (NASDAQ: GOOGL), Facebook (NASDAQ: FB), Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) have thrived amid the crisis.
The acceleration in businesses and individuals going online and resultant explosion in data usage have led to outperformance in the growth cohort.
The shift has been noticeably centred around the US, where huge liquidity exists and where many investors converge for a myriad of opportunities.
But they are all missing the elephant in the room.
I’m talking about Asia and its vast potential.
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