Joyce Poon – Think Piece

Featuring Joyce Poon

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week Joyce Poon, Asia Research Director at Gavekal Dragonomics, tells us what’s on her radar.

Published on
26 January, 2015
Topic
Asia
Duration
13 minutes
Rating
35

Comments

  • MM

    Mark M.

    25 10 2015 12:43

    0       0

    Would 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.

  • IK

    Ian K.

    3 3 2015 09:03

    0       0

    At 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.

  • ac

    adam c.

    7 2 2015 06:17

    0       0

    good points

  • ww

    will w.

    3 2 2015 07:56

    3       0

    These GaveKal people are sharp, outside-the-box thinkers! Great stuff!

  • BV

    Ben V.

    1 2 2015 22:06

    0       0

    It 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.

  • PS

    Patrick S.

    30 1 2015 22:19

    2       0

    Joyce lays out a very clear view of how to invest in Asia in the coming years. A view not appreciated by everyone. Great interview!

  • JH

    John H.

    28 1 2015 02:48

    4       0

    the broad brush isn't going to work, you are going to need good info to outperform in SE Asia. appreciate the nuance.

  • WE

    William E.

    26 1 2015 23:36

    0       16

    can't understand