Episode
381. Why the next growth wave might come from Asia
- Published
- Jan 31, 2026
- Duration seconds
- 1390
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Summary
This interview takes a fresh look at Asia’s investment landscape, challenging some of the most common misconceptions about the region. Our in-depth discussion with Qian Zhang, investment specialist on the Baillie Gifford Pacific fund, explores why economic growth has not always translated into market returns, and how shifting macro headwinds, currency dynamics, and sentiment towards China are changing the outlook. We also dive further into domestic demand, innovation and structural trends suc...