How should investors build an Asian stock portfolio, and which markets offer the best opportunities? From Singapore's dividend-paying stocks to AI-driven semiconductor companies in South Korea and Taiwan, and overlooked opportunities in Australia, where should retail investors focus? Lance Alexander speaks with Sam Konrad, Investment Director at Jupiter Asset Management about specific stocks worth examining, the thinking behind selecting them, how much to allocate to different markets, and the risks of concentrating too heavily on AI. They also explore why China and Japan may be less attractive, and when investors should consider rebalancing their portfolios.

How should investors build an Asian stock portfolio, and which markets offer the best opportunities? From Singapore's dividend-paying stocks to AI-driven semiconductor companies in South Korea and Taiwan, and overlooked opportunities in Australia, where should retail investors focus? Lance Alexander speaks with Sam Konrad, Investment Director at Jupiter Asset Management about specific stocks worth examining, the thinking behind selecting them, how much to allocate to different markets, and the risks of concentrating too heavily on AI. They also explore why China and Japan may be less attractive, and when investors should consider rebalancing their portfolios.

Start your day on a positive note with Live Well ft. Lance Alexander

Start your day on a positive note with Live Well ft. Lance Alexander.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Lance speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well ft. Lance Alexander.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Lance speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.