North Asian Update Post-COVID with Pleiad Investment Advisors

FEG Insight Bridge

Kenneth Lee and Michael Yoshino—co-founders of Pleiad, a Hong-Kong-based, absolute return-oriented, fundamental equity investment strategy with a focus in the Asia Pacific Region–have made a name for themselves over the past decade as on-the-ground experts on investing in Asia.
In this Insight Bridge, Kenny and Mike share with Greg their insights on Asia’s post-COVID trajectory, where opportunities might lie going forward, how to best navigate the sometimes-mysterious Asian markets, and how different countries are beginning to recover from the COVID slump.
They also discuss the path for China and Japan going forward, the importance of investing on the back of good fundamentals and a strong thesis rather than relative momentum, and the advantage of having a nuanced understanding of the region. You won’t want to miss this intriguing and educational episode!
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Chapters

1. Intro (00:00:00)

2. Episode overiew (00:00:30)

3. Brief introduction (00:01:16)

4. Making the co-CIO model work (00:02:50)

5. Breaking down the Asian markets (00:04:30)

6. Perception of short sellers in Asia (00:06:13)

7. Managing an Asia-focused investment firm through COVID (00:08:13)

8. Is China investable? (00:12:25)

9. Gleaning China's priorities through the Party Congress (00:15:27)

10. China's gradual reopening (00:19:28)

11. Is this the time for Japan? (00:24:01)

12. Shifting supply chains in Japan and China (00:27:59)

13. Post-COVID Hong Kong (00:34:43)

14. Lightning round (00:37:16)