Opportunities in Asia All Caps in the Year of the Tiger

12/10/21 • 7 min

Portfolio Manager Caroline Loke discusses opportunities in Asia ex Japan equities in 2022, valuations, secular trends, and the red-hot IPO market in some parts of Asia.

Portfolio Manager Caroline Loke discusses opportunities in Asia ex Japan equities in 2022, valuations, secular trends, and the red-hot IPO market in some parts of Asia.

Previous Episode

What is Driving Credit Markets?

We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.

Next Episode

How to Find Winners in Asia High Yield

Head of Asia ex Japan Fixed Income Arthur Lau shares a veteran investor's perspective of the Asia high yield market. We discuss why the asset class can't be ignored, the importance of the Chinese property sector, opportunities for patient investors, the secret behind his team’s zero-default track record, and more.
Hosted by Aurelia Sax, deputy head of client services, EMEA.