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.
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.