381. Why the next growth wave might come from Asia

This interview takes a fresh look at Asia’s investment landscape, challenging some of the most common misconceptions about the region. Our in-depth discussion with Qian Zhang, investment specialist on the Baillie Gifford Pacific fund, explores why economic growth has not always translated into market returns, and how shifting macro headwinds, currency dynamics, and sentiment towards China are changing the outlook. We also dive further into domestic demand, innovation and structural trends such as AI, advanced manufacturing and supply chain repositioning are creating new opportunities.

What’s covered in this episode: 

• Why Asia underperformed — and what’s changing
• Strong dollar and China sentiment headwinds
• Domestic demand vs global trade fears
• The “opportunity gap” in Asian equities
• AI hardware and Asian choke points
• Advanced manufacturing leadership
• Rising domestic brands and consumption
• Supply chain repositioning winners
• Vietnam and off-index opportunities
• Growth styles: duration, pace, surprise

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.