The successful search within EM Value | Dialling in to new technology
About this talk
Technology features in all aspects of our lives, from online shopping and entertainment to staying connected. The number of exabytes exchanged globally increases daily and we expect this to continue in EM.
The team has focused on a company that is the second-largest distributor of IT products in India and the largest in the Middle East and Africa. Despite the stock’s cheap valuation we believe it has a bright future. With a new logistics and services business, and a new software company that helps smaller companies to digitalise, the company operates in a market still untouched by larger competitors.