Comments
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MMWould be good to listen to Joyce and someone like Simon Ogus and or Gerard Minack to help with clarifying Joyce's accent and investment strategy.
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IKAt 12:50, she says "semi-financial ____". Can anyone fill in the blank? "Hard to understand" is not a bad thing when the person is worth listening to several times. Yoon is very insightful.
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acgood points
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wwThese GaveKal people are sharp, outside-the-box thinkers! Great stuff!
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BVIt seems to me that one could play the fixed income strategy much easier than either her cycle or value equity picks unless you were very familiar with equities in Korea and China.
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PSJoyce lays out a very clear view of how to invest in Asia in the coming years. A view not appreciated by everyone. Great interview!
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JHthe broad brush isn't going to work, you are going to need good info to outperform in SE Asia. appreciate the nuance.
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WEcan't understand