Economics & StrategyEmail
Simon French interviews James Thom lead manager of Aberdeen New Dawn Investment Trust (ABD) based in Singapore. After a brief discussion about how the Pandemic has impacted the region and why James is more optimistic, they talk about changes in the portfolio, the broader focus onto Chinese stocks and the US Dollar under a Biden administration. They also discuss at length the ESG theme and Aberdeen Standard’s approach in the Asia Pacific region to provide investors in ABD with a quality portfolio fit for all cycles.
Playtime 18 minutes