Primary tabs

Special Fund Focus: Nikko AM rides on ‘New Singapore’ stocks

In print this week

Special Fund Focus: Nikko AM rides on ‘New Singapore’ stocks

Zavier Ong Published on Fri, Jul 21, 2017 / 1:28 PM GMT+8

A-

A+

SINGAPORE (July 21): Mention disruptive companies, and the likes of Airbnb and Uber spring to mind.

But for Lai Yeu Huan and Kenneth Tang (left and right), senior portfolio managers at Nikko Asset Management, disruption comes with a distinctly local flavour.

While the “Old Singapore” was built on the financial and property sectors, Lai says the likely beneficiaries in the “New Singapore” could be in the fields of logistics, healthcare, food, data centres and technology.