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Talking Research Podcast – On the Road in Asia

On The Road, Podcast

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.

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.

Katie Boyce
Investment Writer
Alan Lander
Head of Research
Fraser Fox
Investment Manager
Michael Scott
Investment Analyst


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