In part 1 of this article, we looked at the global landscape of thematic fund. In part 2, we continue with a brief look in Asia and share best practices for choosing from this expansive universe.
Japan
Japan is the largest thematic fund market outside of Europe and North America. More than 95% of assets in Japan-domiciled thematic funds is invested in Technology themes. Funds tracking Robotics and Automation, Connectivity, and Artificial Intelligence themes are particularly popular.
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