Three innovative Asian stocks to buy now

Professional investor Fay Ren of the Cerno Pacific Fund highlights three of her favourite Asian stocks to buy now

Denso exhibit at the 2013 North American International Auto Show
Denso is one of the world’s largest suppliers of vehicle components
(Image credit: © Bill Pugliano/Getty Images)

Asia is home to a wealth of innovative businesses generating valuable intellectual property. This often translates to defensible economic moats and higher profitability. At Cerno Capital, we look for companies in structurally growing industries providing critical products or essential services that cannot be easily substituted. The spectrum is wide and the opportunity set is deep.

Denso: a vehicle-parts powerhouse

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Fay Ren

Fay Ren is a co-manager of the TM Cerno Pacific fund.