Asia – where your portfolio needs to be

Mary Manning

Alphinity Investment Management

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.

 


1 contributor mentioned

Mary Manning
Portfolio Manager
Alphinity Investment Management

Mary is a Portfolio Manager for the Alphinity Global Fund and Alphinity Global Sustainable Fund. She has been investing in global markets for over 20 years previously working for Ellerston Capital, Oaktree Capital and Soros Fund Management. Mary...

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