- 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.
For further details see:
Emerging Markets Equity: Cloud Software And ESG Power Ahead