Packaged to move in the right direction | The successful search within EM Value

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Presented by

Laurence Bensafi

About this talk

Domestic consumption has always played a big part in our Value strategy as rising income levels and the emergence of a new middle class have created hundreds of millions of consumers in the emerging world. Laurence discusses a Hong Kong luggage company which is over one hundred years old and hosts a range of both high end and affordable products. Despite its long history, the brand continues to move with the times by investing in new technology and using recycled materials in its products. The stock suffered during the pandemic but as more of the business moves online and economies recover we expect to see the stock to bounce back.

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