The pace of innovation in Asia ex-Japan's technology industry has kept it a volatile but exciting sector for portfolio managers. But fund managers can't just look at the pure technology these companies generate, says Guan Shao-ping, senior investment manager at Credit Agricole Asset Management in Hong Kong. Increasingly important to the investment decision is the tech company's business model - its mindset, really - and how it fits into the emerging trend of brand names and industry leaders coming from Asia. And the biggest question is what kind of models Chinese tech companies will adopt.
Markets such as Korea, Taiwan and India have seen global brands evolve in the likes...
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