Duncan Robertson

Globe WorldWatch

TT Webinar | Asian Equities: Opportunities Beyond China


Amid China’s woes, it is easy to forget that Asia offers some of the most exciting structural growth opportunities in the world.

Last week Duncan Robertson, our Asian Equities Portfolio Manager, hosted a webinar in which he discussed some of the incredibly compelling investment opportunities Asia offers. These range from domestic demand plays in accelerating markets such as India and Indonesia, to companies in Taiwan and Korea that are helping to drive technologies of the future such as AI and EVs, as well as businesses in Vietnam which are benefiting from global efforts to diversify manufacturing bases away from China.

The webinar starts with a 5-minute introduction to the strategy followed by around 25 minutes discussing the opportunities mentioned above. 

Receive our insights

Sign up to receive regular investment updates and insight about products that interest you:

Sign up now