Mutual Funds in Asia Rooted in Asia Mirae Asset Global Investments is a leading independent investment manager with extensive on the ground knowledge and background in Asian mutual funds and investments. Our team is comprised of talented and hardworking individuals that collaborate together to develop the best investment ideas, backed by leveraging on-the-ground research insights to deliver quality investment products and solutions.   As a globally recognized investment management firm with deep experience in Asian financial markets, we continue to offer competitive investment solutions, backed by our on-the-ground, bottom-up approach validating that we live our investments. To learn more about our Asian and emerging market capabilities, please contact us for more information on our capabilities.

Seeing Asia Like We Do (Mirae Asset Global Investments)

ASIA AT A GLANCE

A Substantial Middle Class

Asia makes up more than 57% of the world’s emerging markets middle class.(e)1

  • Global Growth Leader

    Contribution to Global GDP

  • Consumption Potential

    Middle Class Spending

  • Top Region for FDI

    2013 FDI Inflows

  • Strong Balance Sheets

    Debt as a percentage of GDP

SOURCES AND DISCLAIMERS
Gross Domestic Product (GDP) is the monetary value of all the finished goods and services produced within a country’s borders in a specific time period.
Foreign Direct Investment (FDI) refers to an investment made to acquire lasting or long-term interest in enterprises operating outside of the economy of the investor.

1US Census Bureau, The Brookings Institution, Reuters 2012
525 million represents the middle class of the Asia-Pacific Region. 1.1 billion represents China, India, and the rest of Asia (ex-Japan).

2IMF World Economic Outlook, Citi Investment Research and Analysis, February 2012

3OECD, The Brookings Institution, The Emerging Middle Class in Developing Countries, March 2010

4UNCTAD, World Investment Report 2014, June 2014

5IMF, World Economic Outlook Database, October 2016

Majority Slice of Population Pie & Favorable Demographics

  • Over half of the world resides within the confines of Asia, with an increasingly educated
    labor force
  • Asia boasts preferential demographics and is set to reap the “demographic dividends”
    in the form of young & skilled labor
  • While developed markets age in decades to come, Asia is poised to see catalysts
    to its growth prospects with a larger workforce coupled to a lower dependency ratio

Expanding Asia vs. The Rest of the World

  • Emerging markets have been converging with developed markets during the past several decades
  • EM Asia is outpacing the world in growth and has been an engine benefiting emerging and developed countries alike
  • Within this context, the merit for Asia’s compelling potential comes to the fore against the backdrop of Developed Markets and Emerging Markets ex-Asia
World Output Share: EM Asia Leads the World (GDP)

Growth in a Higher Gear Underpins Consumption

  • China is the driver of the world economy and weathered the Financial Crisis of 2007-08 relatively well through stimulus measures and concerted fiscal and monetary policy
  • China’s rebalancing away from investment-driven to consumer-led growth is widely viewed by analysts as more sustainable over the course
    of the long-term
  • "New normal" of low economic growth, low inflation, and low interest rates remains asynchronous across regions, with pockets of value and growth in Asia
DM & EM GDP GROWTH

Bigger Middle Class with Greater Propensity to Spend

  • The traditional DM-led investment cycle into EM for production and savings has been superseded by a rising EM middle class that is characterized
    by an increasing level of consumption
  • The multi-decade theme of the expanding middle class is just commencing and is expected to continue into the years ahead, particularly within Asia
  • The high-conviction consumer story is a viable entry into capturing Asia’s rising growth and clout
Share of Global Middle Class Consumption

UNDERREPRESENTED ASIA IN EQUITY BENCHMARKS

  • A discrepancy is apparent between the weighting of global market size and
    appearance in global indices
  • Asia’s actual market capitalization is not yet accounted for in
    the MSCI AC World index, suggesting room for further upside
  • This disparity implies that there is room for future market capitalization
    appreciation in the years ahead
  • Asia Pollution VIEW
  • Asian Lifestyle VIEW
  • The Philippines:
    The Glowing Archipelago
    of the Southeast
    VIEW
  • Asian Technology
    Leapfrogging
    VIEW
  • China’s Third-Party Payment Market VIEW
  • India: Great Expectations VIEW
  • Asia Education VIEW
  • Indian Infrastructure VIEW
  • NEW CHINA: E-COMMERCE VIEW
  • NEW CHINA: TRAVEL & TOURISM VIEW
  • THE CHINESE CONSUMER VIEW
  • GOOD DEMOGRAPHICS VIEW
  • IMPROVING GOVERNANCE VIEW
  • LOW CONSUMER DEBT VIEW
  • HIGHER GROWTH VIEW
  • UNDEROWNED
    CAPITAL MARKETS
    VIEW
  • Asia’s Long-Term
    Prospects Remain
    Bright
    VIEW
  • BUILDING ON ASIAN
    CONSUMPTION GROWTH
    VIEW
  • Investing in Asia:
    Quality Local Brands
    at Reasonable Valuations
    VIEW
  • Asia:
    The Next Level
    of Consumption
    VIEW
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