Trust Issues

Semiconductors, infrastructure and consumer growth in Asia, with Abrdn Manager Pruksa Iamthongthong - Podcast: Trust Issues #19

We speak to the DGN manager about some key themes for investors in Asia...
David Kimberley
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Updated 30 Jun 2023
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This is a non-independent marketing communication commissioned by [MANAGERS]. 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 Pruksa Iamthongthong, Co-Manager of Asia Dragon. We look at some of the major trends in Asia today, including infrastructure plays, green energy, consumer growth and what's happening in China. You can skip to individual questions using the timestamps below:


00:00 - Risk warnings
01:08 - What is Asia Dragon?
02:55 - What opportunities do you see in consumer growth?
07:00 - How realistic is it that we'll see demand in China grow, given high levels of debt and how competitive industry is there?
12:20 - What opportunities are there in infrastructure? What companies can you invest in to take advantage of positive trends here?
15:47 - Are there more governance risks when investing in infrastructure?
17:41 - Are companies really moving away from China? What are you investing in to take advantage of this?
21:20 - What investment opportunities are there in clean tech? Are you worried about political risk when investing in these companies?
26:36 - Have you added back to positions in semiconductor companies? Are you concerned about valuations given the hype around AI?
29:30 - What do valuations look like in Asia at the moment? Any other final thoughts?

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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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