Chan presented on “Finding leading management teams demonstrating clear innovation in Asia” at the recent FSA Investment Forum in Manila.
He manages the Asia Future Leaders equity strategy.
In the video, he explains where he finds opportunity in the region, what he’s avoiding and the risk to his investment thesis.
Taking a thematic approach to harness disruption
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
The future of mobility
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
M&G Episode Macro shines after tough year
An investment opportunity for the coming decades: the environment
Federated Hermes SDG Engagement Equity: 2021 H1 Report
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Unmasking the dividend opportunity
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Part of the Mark Allen Group.
