NSG’s underlying investment thesis is that a fundamental imbalance exists between sources of supply and aggregate demand in China and other areas of the emerging frontiers of Asia. These are particularly accentuated in consumer markets. China is in the midst of weaning its economy off its reliance on exporting and transitioning into a consumption-driven macroeconomic model. It is NSG’s purpose to act as a conduit for this and to operate in niche markets where we are able to control the sources of supply in areas of significant regulatory oversight.