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In this episode of Trust Issues, we speak to Schroder AsiaPacific Co-Manager Abbas Barkhordar. Abbas talks about some of the regions growth prospects, we talk about buy and sell decisions, risks around China and more. You can skip to individual questions using the timestamps below:
00:00 - Risk warnings
01:00 - What does Schroder AsiaPacific invest in?
04:40 - What drives your buy / sell decisions?
06:29 - Have sell offs in growth let you add to the portfolio?
08:34 - Why are financials a growth opportunity in Asia?
10:14 - Why invest in Vietnam, especially as its not in your benchmark index?
13:22 - Have regulatory changes in China changed your views on what to invest in there?
16:32 - Does China's declining population and rising per capita income also change how investors should approach the country?