The case for backing Asia has been made to investors for many years, but getting things right can be tricky.
Asia’s well-educated and increasingly middle-class populations lie behind its long-term growth promise, but investors find themselves at the mercy of global sentiment, which can swing around dramatically.
World-class companies and favourable demographics should drive Asia forwards, but concerns over China also dominate thinking. Donald Trump’s US tariffs, on pause until summer, have further muddied the waters and rattled investors.
So, how can investors navigate their way through. Ryan Lightfoot-Aminoff, of Kepler, talks to Simon Lambert on this episode of the Investing Show.
He highlights the best investment trusts that invest in Asia, including those that avoid and back China, and discusses the merits of trusts that seek to profit from the region as a whole or individual countries, such as Vietnam.
DIY INVESTING PLATFORMS
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