Is software a significant theme for emerging markets?

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After penetrating the consumer space and bringing benefits including efficiency gains to homes and offices, software is set to take improvements to the industrial space as well, argues portfolio manager David Li in this video.


Better and cheaper connectivity and the ability to connect millions of devices have contributed to the widespread availability of deep and rich data, encouraging the emergence of software companies that analyse and optimise this information.

  • They help save energy, reduce resource consumption, and encourage smart manufacturing.
  • In product design, they allow for more efficient manufacturing, for example, by reducing downtime.
  • The use of satellite data enables more precise irrigation, helping to improve crop yields.
  • Their impact on the environment also stretches to logistics & general mobility.

David Li software emerging markets

Watch David’s video here


David Li is senior portfolio manager Asian Environmental Markets at Impax Asset Management, a 25%-owned affiliate of BNP Paribas Asset Management specialising in understanding investment opportunities arising from the transition to a more sustainable economy. Impax acts delegated manager of selected BNPP AM sustainable investment funds.

Also read:

Software is the dominant disruptive force for all equity sectors

Why does artificial intelligence matter to China and other emerging markets?


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Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients.

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The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay.

Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher than average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity, or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

 

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