GROWTH? MADE IN ASIA

Web Conference | Wed, October 20, 2021 | 9:30am BST

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Overview

In 2020, almost 100% of global growth came from China. But even before Covid-19, Asia had become the global economic engine. But what comes after the dynamic development of the recent past, which was mainly fueled by the technology sector? What are the prospects for companies from China or India? Where do investment opportunities open up? Three top-class Asia experts will shed light on current trends. 

Exclusively for professional investors from the UK.

Presentations from

 

 

Agenda

 

Wed, October 20, 2021
9:30am BST

Start of event

9:35am - 10:05am BST

Asia Pacific for growth and income – but be selective

Jason Pidcock, Head of Strategy, Asian Income, Jupiter Asset Management

Looking to a post-pandemic world, the Asia Pacific region offers investors a wide range of attractive growth – and income – opportunities. But against a backdrop of higher inflation, greater government interference and growing environmental risks, it’s important to be selective. Jason Pidcock, Head of Jupiter’s Asian Income strategy, will discuss where he’s finding the best opportunities – and the areas he’s avoiding.

10:05am - 10:35am BST

India – an overhyped market or a multidecade investment opportunity?

Rahul Chadha, Chief Investment Officer, Mirae Asset Global Investments

India has been one of the top-performing markets in 2021 on the back of unexpected tailwinds from Covid-19. As the Indian government implements positive policy actions, Rahul Chadha examines the underlying change in the Indian economy, explores why we are still in the early stages of the upcycle, and shares what the coming years could hold for sectors and trends in India.

10:35am - 11:05am BST

Asia High Yield – Benefitting from the Asian growth

Bennett Lim, CEO, Diamond Capital Singapore

Asia Credit is one of the fastest growing fixed income market worldwide and presents one of the most interesting risk/reward profiles within liquid fixed income. Bennett Lim will explain recent developments that led to the spread-widening and why investors can enjoy attractive risk-adjusted returns and higher yields (compared to US and European high yield).

11:05am - 11:10am BST

Wrap up by moderator and end of event.

Speakers

Jason Pidcock

Jason joined Jupiter in 2015 and is currently head of strategy, Asian income as well as the manager of the Jupiter Asian Income Fund (Unit Trust) and the Jupiter Asia Pacific Income fund (SICAV).

Rahul Chadha

As Chief Investment Officer of Mirae Asset Global Investments, Rahul Chadha oversees the entire Investment Unit and manages a number of Asia Pacific equity and India equity portfolios. Rahul plays an instrumental role in the development of investment strategies and policies of the firm.

Bennett Lim

Bennett Lim is the CEO of Diamond Capital Singapore and the Portfolio Manager of the Angsana Asia High Yield Bond Fund. He has strong expertise in high yield and distressed credit investing, including prior experience at bulge bracket investment banks and a distressed/ special situation hedge fund.

Moderator

Laurie Havelock

Laurie Havelock is a journalist, writer and podcaster, currently serving as Editor-at-large for IR Magazine. He also works for the i newspaper as a news editor and culture correspondent. Away from writing, he works on several comedy podcasts and was formerly a radio DJ.


Registration

Exclusively for professional investors from the UK.

Register Now

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