Annual Investment Briefing 2021 – DM vs EM is Obsolete
In recent years Asian equities have come to dominate Emerging Markets. The PCFM team see a future where Developed Markets diverge into The West vs Asia.
Speakers Paul Harding-Davis and Jonathan Wu discuss the company’s positioning with respect to these shifts in the global landscape.
Joining them from Hong Kong:
Renee Hung – Portfolio Manager for the Premium Asia Fund and Premium China Fund.
Gordon Ip – Portfolio Manager for the Premium Asia Income Fund.
Please click here for the video recording.