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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?