How to play long-term investment trends in emerging markets

Our strategy begins by identifying long-term trends, many of which may seem obvious: automation, the growing demand for healthcare and the move to a lower-carbon world. What tends to be more difficult is finding companies of sufficient quality to play these trends, says Alex Stanić, lead manager of the Artemis Global Select Fund. The first stock added to the portfolio is HDFC Bank, India’s leading private sector bank. Banks are famously cyclical, so as long-term investors who aim to benefit from the power of compound earnings growth, why is Artemis investing in businesses that are dependent...