Temasek’s decisions as a professionally managed investment house are guided by business tenets and commercial discipline. As the owner of its portfolio, Temasek has the flexibility to take concentrated positions with a long or short time horizon, and invest, divest or remain liquid when it makes sense.
Temasek’s investment strategy continues to be guided by these four investment themes:
- Tapping the potential of transforming economies like China, India, South East Asia and Latin America, through investments in sectors such as financial services, infrastructure and logistics.
Growing Middle Income Populations
- Leveraging growing consumer demands through investments in sectors such as telecommunications, media and technology, and consumer and real estate.
Deepening Comparative Advantages
- Seeking out economies, businesses and companies with distinctive intellectual property and other competitive advantages.
- Investing in companies with a strong home base, as well as companies at inflection points, with the potential to be regional or global champions.