In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities – from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities – according to Daniel Rupp, CIO and founder of Parkway Capital.

Rupp joins John Lee on the Asia Centric podcast to unpack his value-oriented, fundamental approach to pan-Asian equities. He also shares his experience of leaving a multibillion-dollar firm to build a long-only fund from scratch.

In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities &ndash; from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities &ndash; according to Daniel Rupp, CIO and founder of Parkway Capital.
Rupp joins John Lee on the Asia Centric podcast to unpack his value-oriented, fundamental approach to pan-Asian equities. He also shares his experience of leaving a multibillion-dollar firm to build a long-only fund from scratch.

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

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

Asia Centric by Bloomberg Intelligence

The Contrarian Edge in Pan-Asian Equities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c6ba9939-fd9e-4d21-a8ff-b4e30091cd69/transcript