Gillan presented at the recent FSA Investment Forum in Manila on “Asian equities unleashed: Opportunities in a disruptive world”.
In the video, he explains where he’s overweight in Asia ex-Japan and what he’s avoiding in terms of geographies and sectors. He also talks about the biggest risk to his investment thesis.
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Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
