Webcast: Asia Pacific - Positioning for Reflation
With improving economic data seen in Q1, Asia Pacific is set on a path to recovery alongside with fears of interest rates potentially rising. How should one navigate through the uncertainty on interest rates and position for reflation?
Tune in to a webcast with:
Martin Lau, Managing Partner of FSSA Investment Managers
Lauren Prendiville, Head of Distribution, Southeast Asia of First Sentier Investors
where they discuss post-pandemic growth trends and the impact of rising interest rates in Asia Pacific.
Part 1: Market overview, US-China trade tension and Chinese tech companies (12 mins)
Part 2: India's growth outlook and portfolio positioning (7 mins)
Part 3: Q&A: Navigating market cycles, India's resilience and geopolitical tensions (13 mins)
Part 4: Q&A: Commodities, Australia's allocation and China's journey with ESG (14 mins)
Part 5: Q&A: Navigating COVID, emerging opportunies and inflation (16 mins)
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