Comgest - China & Asia ex Japan Equities - Bust, boom, what's next?

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Presented by

Baijing Yu & David Raper, analysts/PMs

About this talk

Covid-19 has had its influence on Asia in many ways, but economies have held up relatively well despite receiving far less government stimuli than developed economies. This does not mean that it is business as usual for investors in the region.     Asian markets, and China is exemplary of that, have been dominated by technology companies through the crisis and heavy cyclicals in the remarkable rebound. However, the visibility of future earnings growth of many of these businesses is affected by the actions and scrutiny from governments and central banks worldwide. Fortunately we see good opportunities in strong unappreciated franchises with good long-term growth prospects outside of the technology or heavy cyclical sectors. In this webinar, Baijing and David discuss a number of Regional and Chinese companies with consistent, visible earnings growth, many of which are currently underappreciated by the market.

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Fondé en 1985, Comgest est un groupe indépendant et international dédié à la gestion d’actifs présent à Paris, Amsterdam, Boston, Dublin, Düsseldorf, Hong Kong, Londres, Singapour, Sydney et Tokyo, deux succursales à Milan et Bruxelles ainsi qu’un bureau de représentation à Londres. À la recherche de sociétés à la qualité éprouvée avec de solides perspectives de croissance durable, Comgest se distingue depuis sa création en 1985, par son approche « qualité et croissance » à long terme et son style d’investissement responsable. Avec plus de 180 collaborateurs de 30 nationalités différents, Comgest est au service d’investisseurs long terme à travers le monde et gère plus de 40 milliards d’euros (à fin juin 2021).