The sectors that will profit most from Asia's long-term growth

Investing in Asia can be difficult. Good Asia funds are thin on the ground. And if you want to pick your own stocks, it's hard to know what to buy and what to avoid, says Cris Sholto Heaton. Here, he picks the four sectors most likely to give investors long-term rewards.

I've often said that most Asia funds don't buy the stocks we want to invest in. But what exactly do we want to buy? Which type of firms will profit the most from the rise of Asia?

This isn't an easy question. We've never dealt with a global economic shift on this scale before. But if we look at past market returns and behaviour and throw in a bit of economic theory, we can come up with some ideas about which sectors are most likely to reward shareholders in the long term.

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Cris Sholto Heaton

Cris Sholto Heaton is an investment analyst and writer who has been contributing to MoneyWeek since 2006 and was managing editor of the magazine between 2016 and 2018. He is especially interested in international investing, believing many investors still focus too much on their home markets and that it pays to take advantage of all the opportunities the world offers. He often writes about Asian equities, international income and global asset allocation.

Cris began his career in financial services consultancy at PwC and Lane Clark & Peacock, before an abrupt change of direction into oil, gas and energy at Petroleum Economist and Platts and subsequently into investment research and writing. In addition to his articles for MoneyWeek, he also works with a number of asset managers, consultancies and financial information providers.

He holds the Chartered Financial Analyst designation and the Investment Management Certificate, as well as degrees in finance and mathematics. He has also studied acting, film-making and photography, and strongly suspects that an awareness of what makes a compelling story is just as important for understanding markets as any amount of qualifications.