Baillie Gifford, 23rd October 2024, Online
23rd October 2024
Online
Riding the Growth Waves in Asia
Around half of the world's population resides in Asia. Many Asian companies are deeply embedded in structural trends that are globally significant. Yet the entire Asia (ex Japan) equities take less than 10% in global equity index. There’s a strong chance that having sufficient exposure to Asia becomes one of the most important investment decisions many of us make for the next decade and beyond.
This year marks the 35th anniversary for Baillie Gifford Pacific Fund. That length of tenure matters in a fast-evolving market like Asia. We believe today is definitely one of the optimistic starting points for the asset class. Despite increasing macro resilience and the emergence of world-class companies in the region, Asian equities are still offered at appealing valuations comparing to their global peers.
Learning objectives:
Following this session you will be able to
- understand the under-appreciated macro resilience of Asia today
- learn about the world-class Asian companies and the growth trajectory ahead of them
- explore the secular and cyclical opportunities in Asia
Speaker
Qian Zhang
Investment Specialist Director, Baillie Gifford
Qian Zhang joined Baillie Gifford in 2021 as an investment specialist and client service director in the Emerging Markets Client Team. Previously, Qian worked as a senior client portfolio manager covering emerging markets strategies at Pictet Asset Management and JPMorgan Asset Management. She began her career at Merrill Lynch in 2008. Qian graduated MSc in Mathematical Risk Management from Georgia State University and BSc in Economics and Statistics from Peking University. Qian is a native mandarin speaker and a CFA Charterholder.