Video: Value Partners on Asia equities

Sponsored by Value Partners

Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.

Tsui spoke at the Alpha Portfolios Forum on “Capturing Asia’s wealth of innovation opportunities across all sectors”.

In the video, he explains where he is finding opportunity, what he is avoiding and the biggest risk to his investment thesis this year.

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