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GDS - Emerging Markets Equity: Cloud Software And ESG Power Ahead
GDS Holdings Limited
Emerging markets have seen significant digital transformation over the past two years, with growth in the software space suggesting potential for further innovators and disruptors.
Digital transformation will continue to be a significant secular driver of the software industry in general and cloud adoption in particular, pandemic or not.
Cloud software is an attractive investment opportunity due to its large TAM - and the highly saleable and profitable nature of most software business models.