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Herald van der Linde, head of Asia equity strategy for HSBC in Hong Kong, joins the podcast to discuss opportunities in emerging Asia.

Content Highlights

• Emerging markets have under-performed developed markets, including in Asia -- but this is not an entirely fair comparison (3:09);
• What of the premise that much of emerging Asia are simply suppliers to China and therefore dependent on that country? This too is not so simple... (6:01);
• Markets like Indonesia move independent of China and the U.S. With 250 million people, a growing middle class, and improved infrastructure, this is one area where there are opportunities (8:21);
• Financial services still have ample room to grow in the region, with large numbers of under-banked individuals. The energy sector, meanwhile, is transitioning (12:45);
• Background on the guest (19:26);
• Consumers are a growing force throughout Asia, but individual countries have vastly different spending habits. An overview (24:38);
• There is one country that nobody is really looking at in professional investing circles. The possibilities are enormous. That country is Bangladesh (31:55).

More Information on the Guest

• Book: Asia's Stock Market from the Ground Up available on GoodReads, Amazon.com also in Kindle edition, and elsewhere;
• Twitter: @HeraldLinde;
• LinkedIn.

Further episodes of The Contrarian Investor Podcast

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Website of Nathaniel E. Baker