In the video, Thompson tells FSA where he sees long-term opportunities in India, why he dislikes Chinese internet companies and what keeps him awake at night.
Video: First State Stewart on Asia-Pacific
Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
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FSA SPY
The FSA Spy market buzz – 22 February 2025
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
