Behind the Screens: Consume, create, connect
"Asian economies are the formation of new markets that are being aided by the intersection of technology and rising household incomes. To me, when these two things come together, it creates fertile ground for entrepreneurs and business people to bring their craft, to create new ideas that start resonating."
Taking the microphone for this week's Behind the Screens was Sharat Shroff, fund manager of the A-Rated Matthews Asia Pacific Tiger fund. In this short episode, Sharat shares the team's consume, create and connect approach to finding ideas and building portfolios and why they are excited about the innovative business models being unleashed on the Asian ecosystem. He continues to discuss the technological developments which are enabling growth in the region, as well as why de-risking could be a challenge.
Don't have time to listen to the full episode, jump to your favourite part:
1:10 - How do you build portfolios?
2:55 - How do you and the team split your day?
6:10 - Where are the opportunities in the Asian economy?
8:20 - What themes are you seeing in China and the wider region?
10:40 - How are technological advancements creating opportunity?
14:10 - What keeps you up at night?
16:15 - An interesting statistic from the week.
This was recorded on Tuesday 17th October 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.