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Three technology ‘clusters’ to target in the emerging markets

The growth of information technology in the emerging markets can be tapped through three distinct ‘clusters’, according to Citywire AA-rated manager Jorry Rask Nøddekaer.

Nøddekaer, who works for Nordea Investment Management, is prioritising mobile technology, semiconductor growth and automatisation will drive productivity gains in the developing world.

The Copenhagen-based investor, who runs two EM-focused equity funds and an Asian equity fund, also outlines why he remains bullish on India despite the realistic prospect of a short-term correction.

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