# 385. Is Asia being mispriced by global investors?

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/385-is-asia-being-mispriced-by-global-investors
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/385-is-asia-being-mispriced-by-global-investors.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-02-26T00:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18745482-385-is-asia-being-mispriced-by-global-investors.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18745482-385-is-asia-being-mispriced-by-global-investors.mp3
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Duration seconds: 1036

## Resource

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...

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## Transcript

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