Secular Growth Opportunities in the Global Payments Industry

We see strong long-term secular growth potential for the payments industry—a vast, over $1-trillion global industry that drives how we pay for goods and services. There is still a significant amount of cash to be displaced by digital payments, particularly in emerging markets where the majority of payments are conducted in cash.

In this paper, Ian Chun, Research Analyst at the Quality Growth Boutique, discusses the technological advances and opportunities in the industry, and identifies which payment businesses we find attractive.

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