Stuart Dunbar, Partner, Baillie Gifford explores why long-term thinking is essential at a time when markets chase headlines, and why Asia remains wildly underrepresented in global portfolios. We unpack the region’s powerful shifts, from China’s policy reset to India’s innovation boom, Vietnam’s rise, and Asia’s deepening role in global AI infrastructure. He shares where he sees the most compelling long-term opportunities, what defines true homegrown champions, and how “active patience” guides investing in fast-moving markets.

Stuart Dunbar, Partner, Baillie Gifford explores why long-term thinking is essential at a time when markets chase headlines, and why Asia remains wildly underrepresented in global portfolios. We unpack the region&rsquo;s powerful shifts, from China&rsquo;s policy reset to India&rsquo;s innovation boom, Vietnam&rsquo;s rise, and Asia&rsquo;s deepening role in global AI infrastructure. He shares where he sees the most compelling long-term opportunities, what defines true homegrown champions, and how &ldquo;active patience&rdquo; guides investing in fast-moving markets.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

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