China and the other Asian tigers: Too big to ignore

Presented by

Wenli Zheng – Portfolio Manager and Sheldon Chan – Portfolio Manager

About this talk

Despite increased attention from international investors, many asset allocators are neglecting Asia’s vast, dynamic and innovative opportunity set, particularly in China – especially when viewed against their contribution to the global economy. In this webinar, Portfolio Managers Sheldon Chan and Wenli Zheng discussed their approaches to investing in the exciting investment opportunities spanning Asian bond and equity markets. They also assessed the current market environment, including destabilising threats from the Chinese property sector, ADR delistings, government regulations and geopolitical risks, and why, ultimately, they believe the outlook for long term alpha generation relative to other parts of the world remains compelling for active investors.

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