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.