The dominant player in a secular growth market

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and CIO of Avenir Capital discusses one of these when we asked him to share one of his most compelling investment ideas.

In this short transcripted video, he tells us that: “The amount of passenger travel in China has grown about 12% per year over the last 10 years. So the size of that market has tripled, and we think that will go up by about 3 or 4 times again in the next 10 or 12 years”. Adrian shares a listed stock that has the monopolisitic position in this secular growth market.