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Video: Janus Henderson on Asia innovators

Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.

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.

Part of the Mark Allen Group.