Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to share their latest views and projections for Asian equity and fixed income markets.
1:50 Career paths and personal experiences
4:50 Geopolitical tensions impact on Asian equities
7:20 Globalization impact on Asian fixed income markets
8:55 China’s economic challenges and positive path forward
11:20 Asian market sectors with highest potential
13:10 Opportunities in artificial intelligence
15:44 Chinese real estate and credit sectors
19:20 Value investing and long-termism in Asia
22:10 Market inefficiency and alpha generation
24:00 Biggest misperceptions about Asian markets
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