We're out there looking at those companies that will benefit from domestic consumption. What we're looking for are opportunities that will arise as we see the emergence of a middle class in China, the expansion of the middle class in India, and an enrichment of the middle class in South Korea.
We love identifying little companies. We're looking for those small acorns that are going to grow into big companies in the future.
As a good investor, you have to be drawing on all manner of life experiences. It's not simply about looking and analyzing balance sheets.
The Chinese are getting very focused on corporate governance. If you're looking around the region, greater transparency is one theme that's developing in other markets.
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