In the last part of this video series, we discuss how we are finding opportunities in Asia that may be surprising.
The telecommunications and utilities sectors are two such examples. They may be considered less exciting and lower profile than some other sectors but are home to companies that trade at significantly cheaper valuations. Many form the indispensable building blocks of a modern society by providing things like high-speed mobile data and efficient, on-demand heating fuel.
Our top picks: China Mobile, China Telecom, Kunlun Energy.
Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...