Episode
385. Is Asia being mispriced by global investors?
- Published
- Feb 26, 2026
- Duration seconds
- 1036
- Processing state
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Summary
This interview explores the case for Asian equities amid changing market conditions. David Perrett, manager of the M&G Asian fund, joins us as we discuss why Asia remains compelling for long-term investors and how much recent performance reflects fundamentals versus sentiment. We also look at China’s evolving opportunity set, the importance of bottom-up stock selection, valuation-driven country positioning and the growing role of domestic consumption across the region. We finish with what...