Sector Focus

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.

 

Energy and Resources

 

Asian/ Global demand volatility.

Supply constraints.

Technology shifts.

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.

Healthcare & Life Sciences

 

Aging population.

Increased disposable incomes.

Medical tourism.

Limited high quality medical facilities in some countries.

FinTech

 

Internet proliferation continues.

A disruptive business model.

Redefining the financial sector.

Food and Agriculture

 

Increase in disposal income.

Increased protein consumption.

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

Property Related

 

Assessable income stream.

Ease of valuation.

Ability to obtain leverage.

Hard asset backing.