March 2021: Asian Monthly fund update

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  • 08 mins 34 secs
Robin explores some of the recent activity across the desk and current positioning, then discusses the outlook for the region touching on where we are in terms of the post COVID-19 recovery trade, potential inflation scares and their impact on markets, and why we continue to like information technology stocks in Taiwan and Korea. Robin Parbrook, Fund Manager, Asian Equities


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