In our latest podcast, we hear from Head of Research and Investment Manager Alan Lander, Investment Manager Fraser Fox and Investment Analyst Michael Scott, who’ve all recently returned from Asia. During discussions with companies across mainland China, Hong Kong, Indonesia, Malaysia and Singapore, they garnered plenty of valuable first-hand insights including on the reorganisation of global supply chains. Undoubtedly, China Plus One is a lot more complicated than such a simplistic phrase would suggest.
Key Takeaways
- Despite the issues in some sectors of the economy, in other areas China is firing on all cylinders.
- At a time when many developed countries face serious demographic challenges, several South-East Asian markets are providing a healthy backdrop for growth companies operating there.
- It is no coincidence that China is looking to focus on certain sensitive industries, allowing others to their move supply chains elsewhere, often in neighbouring South-East Asia.
- As its supply of labour starts to dry up and wages have risen, Vietnam is no longer the China Plus One poster-child.
- The demise of Hong Kong is overstated. It remains a global financial gateway, only today it is China’s gateway to the world rather than the other way around.
Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
