Trust Issues

Investing in quality companies in Asia, with Schroder AsiaPacific's Abbas Barkhordar - Podcast: Trust Issues #17

We talk China, Vietnam and buy/sell decisions...
David Kimberley
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Updated 01 Jun 2023
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This is a non-independent marketing communication commissioned by Schroder Investment Management. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

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Podcast series

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?

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About the Author

David Kimberley
[email protected]
David is an investment specialist for Kepler Trust Intelligence. Prior to joining Kepler Partners, he helped build the communications and editorial team at Freetrade, a retail stockbroker, and worked as a financial journalist in the Middle East. David has a BA in history from University College London.

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