Asia is the best structural growth story in the world driven by strong demographics, a rising middle class, infrastructure build and technological leapfrogging. We believe that the combination of high growth and reasonable prices offer a compelling opportunity.

 

In this presentation, we will cover:

  • Reasons to invest in Asia
  • Why now is the time to invest
  • Debunking common myths about investing in Asia
  • The trade war from an Asian perspective
  • What levers China can pull to offset any potential impacts from the trade war
  • The exciting opportunities in Asian tech following a major fall in valuations.

 

Further Insights

Ellerston Asian Investments (ASX:EAI) is a concentrated large cap portfolio based on high conviction best ideas which is benchmark independent. Providing investors access to high growth opportunities throughout Asia via a highly experienced and specialised team. Find out more.

 



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