Who’ll Be Your Plus-One? When China Becomes Your Investment Ex
As geopolitical tensions, and other challenging headwinds intensify, many in the market are shedding their exposure to China and looking more deeply at Asia’s diverse landscape. Matthew Appelstein, CEO of Americas and Head of International Distribution at Eastspring Investments, offers his insights into the region’s valuations, supply chain shifts, exports, and a host of other country-specific changes and opportunities for growth.
Note: Any performance figures mentioned in this podcast are as of the date of recording (October 31, 2022).
The skinny
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