In this webinar, hear from Asia ex-Japan Portfolio Managers, Jonathan Pines, CFA and Sandy Pei, CFA, as they reflect on recent performance, discuss the outlook for the region from a market and portfolio positioning perspective, and learn more about where they view the opportunities in Asia.
Video Highlights:
- Performance and Portfolio Positioning: Reflect on recent performance and understand what is driving the portfolio’s overweight positions in China and Korea, and underweight in Taiwan and India
- Opportunities in Asia: Discover where the team are finding opportunities in Asia
- China’s Market Outlook: Addressing investor scepticism including the impact of the recent China stimulus rally and how the result of the US election will impact Asian markets
- Benchmark Stocks: The implications of dominant stocks like TSMC for investors
- Korea’s Market Outlook: Understand how corporate governance reforms in Korea may impact investments
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