Each week, a professional investor tells MoneyWeek where he'd put his money now. This week: Samir Mehta, manager of JOHCM Asia ex-Japan Fund.
With muted economic growth in the West, Asia rightly stands out as a more attractive region for investors. It is home to a number of quality companies delivering sustainable, long-term growth. These firms operate scalable businesses capable of growing five or tenfold over the next few years without needing the same amount of capital. That will generate high returns on capital. Such firms also have a strong emphasis on cash-flow generation and can grow in most economic conditions. Here are three I like.
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