Antipodes Asia Fund: Riding Asia’s ascent

Asia is home to 4.7 billion people – around 60% of the world’s total population. The region accounts for 40% of global GDP and this is growing at 6% per annum – twice the global average. After a period of stunning economic growth, COVID-19 was the ultimate stress-test, but the major economies of the region are now emerging with significant economic tailwinds.

For investors, exposure to Asian equities over the coming years is something that can’t be ignored. Amongst the myriad of economies in the continent are some of the most powerful and enterprising businesses in the world.

In this interview by Livewire Markets, Antipodes Asia Fund Portfolio Manager, Sunny Bangia explains how Antipodes constructs its Asia Long Short portfolio, reveals the key areas the team is building exposure to and the major risks they’re looking out for.

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5 March 2021