Herald van der Linde, head of Asia equity strategy for HSBC in Hong Kong, joins the podcast to discuss opportunities in emerging Asia.
- Emerging markets have under-performed developed markets, including in Asia — but this is not an entirely fair comparison (3:09);
- What of the premise that much of emerging Asia are simply suppliers to China and therefore dependent on that country? This too is not so simple… (6:01);
- Markets like Indonesia move independent of China and the U.S. With 250 million people, a growing middle class, and improved infrastructure, this is one area where there are opportunities (8:21);
- Financial services still have ample room to grow in the region, with large numbers of under-banked individuals. The energy sector, meanwhile, is transitioning (12:45);
- Background on the guest (19:26);
- Consumers are a growing force throughout Asia, but individual countries have vastly different spending habits. An overview (24:38);
- There is one country that nobody is really looking at in professional investing circles. The possibilities are enormous. That country is Bangladesh (31:55).