Video Script
In this environment, typical stocks we focus on have high barriers to entry and/or dominant market positions, which gives them pricing power, which in our view is critical to help them navigate when there's uncertain inflation backdrop.
We continue to focus on stocks exposed to our eight mid-term post pandemic opportunities. Four of which are in the infrastructure front which are:
- Firstly, renewable energy to de-carbonise economies.
- Secondly, electric transportation, which is another form of green initiatives.
- Thirdly, 5G telephony to increase connectivity
- And fourth, healthcare infrastructure to upgrade facilities post pandemic crisis.
Another four of these opportunities are in areas that we have seen an acceleration in structural growth prospects - which are cloud computing and cyber-security, as corporates are migrating more of their activities online. Robotics and automation, as corporates are making their production lines more robust and their supply chains more resilient post-pandemic crisis. Online education and online gaming, which has recruited a new customer basis during the lock-down. And, hygiene, both food and premises hygiene.
Thank you for listening. It's Zehrid Osmani, Portfolio Manager of the (Martin Currie) Global portfolio Trust.
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This information is issued and approved by Franklin Templeton Investment Management Limited (FTIML). It does not constitute investment advice.
The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were or will prove to be profitable. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
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