As Western markets face high valuations and economic drag, Asia is turning heads. In this Masterclass, our panel of experts share how local insight and nimble, active strategies are tapping into the region’s powerful growth. From China to Vietnam and India, discover why Asian equities are back, and how they could drive your portfolio for the next decade.
Fund Selector:
- James Leeming, Co-Head Asia/EM Research Team, Evelyn Partners
Speakers
- David Perrett, Co-Head of Asia Pacific Equities, M&G Investments
- Qian Zhang, Investment Specialist Director, Baillie Gifford
Learning Outcomes
- How fund managers account for geopolitical risk in Asia portfolios
- Does China offer value, or a value trap
- The outlook for the info tech and financial sectors
