Misconceptions about investing in Asia
Kevin Bertoli, Portfolio Manager at PM CAPITAL, says there are a number of widely held misconceptions about investing into Asia. Firstly, he says there tends to be a generalized view that ‘Asia is China’. “Obviously China is going to have the biggest impact on us [Australians] as investors given the structure of our economy… So when we pick up the paper it tends to typically be stories about China.” Bertoli says this focus on China overshadows the 13 or 14 different markets that the region offers to investors, each with their own ‘vastly different’ characteristics. In this video Bertoli discusses some of the common misconceptions about investing in Asia.
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We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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PM Capital
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
Expertise
PM Capital
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
Expertise
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