With Asian markets doing well in 2020 and there is optimism about a vaccine-led regional economic recovery, Asian smaller companies is an asset class that should not be overlooked by investors. Smaller companies generally do well in periods of recovery and is currently trading at lower valuations compared with larger companies.
As we are nearly halfway through 2021, and it is beginning to look like a year of divergences. Diverging re-opening policies between countries with high vaccination levels and those lagging in vaccination targets, diverging recoveries amongst global economies and businesses as well as diverging opinions on inflation risks. However, diverging views, circumstances, and policies serve to underscore the importance of security selection. Rewards can be reaped from selecting good business, with good management teams, at a good value.
Join our fund experts from Nikko Asset Management and PineBridge Investments as they share more about the:
• Nikko AM Shenton Emerging Enterprise Discovery Fund – a small/mid cap active Asia equity strategy with an impressive track record.
• Mid-Year Outlook for 2021, where opportunities lie within equities globally and how PineBridge's security selection process leads to outperformance in the markets.
=== Programme ===
Date: 26 June 2021 (Sat)
Time: 10:00 to 11:30 am
- Don’t Overlook Asian Smaller Companies
by Esther Seo, Intermediary Business Development, Nikko Asset Management
- Staying on Top of Alpha Opportunities Amid Desynchronized Recoveries and Inflation Fears
by John Lam, Institutional and Wealth Management Sales (South East Asia) PineBridge Investments