Harmony Capital's Sector Focus

Harmony Capital’s historical investment record has been sector agnostic. However, certain sectors in Asia have been and continue to be attractive.

icon	Energy and Resources
	Asian/ Global demand volatility. Supply constraints. Technology shifts.

Asian/ Global demand volatility.

Supply constraints.

Technology shifts.

icon	Manufacturing
	Asia continues to be a global manufacturing hub due to improving skills and sustainable cost benefits. Increasing local demand for consumer and industrial products.

Asia continues to be a global manufacturing hub due to improving skills and sustainable cost benefits.

Increasing local demand for consumer and industrial products.

icon	Healthcare & Life Sciences
	Aging population. Increased disposable incomes. Medical tourism. Limited high quality medical facilities in some countries.

Aging population.

Increased disposable incomes.

Medical tourism.

Limited high quality medical facilities in some countries.

icon	FinTech
	Internet proliferation continues. A disruptive business model. Redefining the financial sector.

Internet proliferation continues.

A disruptive business model.

Redefining the financial sector.

icon	Food and Agriculture
	Increase in disposal income. Increased protein consumption. Reduced supply of arable land due to urbanisation and land degradation.

Increase in disposal income.

Increased protein consumption.

Reduced supply of arable land due to urbanisation and land degradation.

icon	Property Related
	Assessable income stream. Ease of valuation. Ability to obtain leverage. Hard asset backing.

Assessable income stream.

Ease of valuation.

Ability to obtain leverage.

Hard asset backing.

Sector Focus