Joyce Poon – Think Piece

Published on
January 26th, 2015
Duration
13 minutes

Joyce Poon – Think Piece

Featuring Joyce Poon

Published on: January 26th, 2015 • Duration: 13 minutes

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. Joyce Poon, Asia Research Director at Gavekal Dragonomics, tells us what's on her radar.

Comments

  • MM
    Mark M.
    25 October 2015 @ 12:43
    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 March 2015 @ 09:03
    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 February 2015 @ 06:17
    good points
  • ww
    will w.
    3 February 2015 @ 07:56
    These GaveKal people are sharp, outside-the-box thinkers! Great stuff!
  • BV
    Ben V.
    1 February 2015 @ 22:06
    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 January 2015 @ 22:19
    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 January 2015 @ 02:48
    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 January 2015 @ 23:36
    can't understand