Equity Mates: The outsized opportunity in Asia
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting-edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia.
See how within that opportunity set, Gary Monaghan and the team are plying their trade, searching for the best opportunities amongst the thousands of publicly-listed companies.
In this episode, Bryce and Ren from Equity Mates chat with Gary to discuss the opportunity in Asia including:
- Why Gary thinks investors should be investing in Asia
- The biggest misconceptions about Asia he hears from investors outside the region
- Which country Gary thinks is 'next up' after China and India
- A deep dive on two stocks that Gary thinks best represent the Asian opportunity
