Can Asia overcome the Trump headwind

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In a video interview, Josh Crabb of Old Mutual Global Investors (OMGI) explains his outlook for markets and what he sees as driving the next phase.

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1. What enabled outperformance last year?

2. In which Chinese sectors are you most invested?

3. There are some fears in Asia given Donald Trump’s anti-globalisation stance. What are your thoughts?

4. How do evaluate valuations in Asia?

5. There has been quite a market rotation over the last few months. What are your observations?

Video transcript

1. What enabled outperformance last year?

2. In which Chinese sectors are you most invested?

3. There are some fears in Asia given Donald Trump’s anti-globalisation stance. What are your thoughts?

4. How do evaluate valuations in Asia?

5. There has been quite a market rotation over the last few months. What are your observations?

More videos from Josh Crabb, Merian Global Investors

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