Episode 11: Changing Asia and implications for investment
IMAP Podcast Series - Independent Thought
Chapters
4:48
The demographics in China and Europe
8:30
Is it still correct to focus on getting specific geographical exposure
11:57
The power of strong retail brands
16:13
The asset allocator's perspective
21:24
What is the impact of the strengthening US dollar?
25:55
Thd future impact of demographic change at country level
IMAP Podcast Series - Independent Thought
Episode 11: Changing Asia and implications for investment
Jun 17, 2022
IMAP
Isaac Poole of Oreana Portfolio Advisory & Monik Kotecha of Insync discuss the following points
- Demographic and generational trends in China and Asia
- Implications for portfolio construction
- Changes in Asia over past decade and whether geographic allocation is still valid
- How to achieve exposure - directly or indirectly
- Sector specific issues
- Implications of Asian trends for global growth
