The stock I'm most excited about

This video first appeared on Livewire 23 March

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. 

Citing the rollout of 5G, and the disruption from COVID-19 as catalysts, Alex Duffy - Portfolio Manager, Fidelity Global Emerging Markets Fund, picked a stock in this theme as the portfolio holding he is most excited about for 2020.

“It is a leader in industrial internet of things and industrial PCs, and as that addressable market for industrial automation opens up, it's a company which we feel has got the potential to deliver significant solid double-digit rates of revenue growth over the long term”.