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Market Thinkers with Joseph Lai, Platinum Asset Management
Manage episode 331518807 series 3361535
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The future is East – Why Asia will be the growth driver of the global economy
If it was not clear before the pandemic, it is now; Asia is will be a key driver of the global economy for decades to come. Whether it is the booming middle class, including China and India, the resultant changes in consumption patterns or the continued urbanization the trend is not slowing. Yet Asia remains underweight in most investment portfolios and many experts continue to apply developed market experiences into a region that requires greater nuance. Platinum Asset Management were an early mover into Asia, with their specialist Asia Fund established in 2003 offering unique insights into the long-term evolution of the region. In this session, Portfolio Manager Dr Joseph Lai will highlight how the changing economic order is offering great opportunities in Asia at a time when developed countries are facing higher debt levels and lower growth.
General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.
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