Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 – at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why active rather than passive management might make more sense in Asia than the US.

<p>Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 &ndash; at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why active rather than passive management might make more sense in Asia than the US.</p>

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.

<p>Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.</p>

Asia Centric by Bloomberg Intelligence

Starting an Asia Fund in an Era of US Preeminence

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/410a66fb-8598-4827-b2a7-b26d00731e8d/transcript

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