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Investor Presentaiton

We have to capture China + 1 North America Shift in manufacturing for 135 companies as per our current tracker 18% - China 135 Companies CJ בים Europe CH 2% 149 Indis 7% 1% Bangladesh 2% " Thailand Cambodia 1% 6% 9% Japan South Korea GHI Taiwan 27% 5% Vietnam Toys Semiconductors & Comp EV battery Computers & Comp Auto and Auto parts Smartphones & Comp Appliances Electronics Apparel & footwear Bicycle Medical Supplies Tools and Machine 7% Malaysia & Singapore @³ (4) ► Source: Bernstein Indonesia HH kotak Mutual Fund 36
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