AN UPDATE ON THE ELLERSTON ASIAN INVESTMENTS (EAI)
By Patrick Malcolm
On Friday 24th May, our Managing Partner and Senior Financial Planner Paul Nicol interviewed the Portfolio Manager of Ellerston Asian Investments (EAI), Dr Mary Manning, to get an update on investing in Asia and the portfolio positioning of the Ellerston Asian Investments.
Ellerston Asian Investments Limited (ASX: EAI) is a concentrated, high conviction growth orientated portfolio which is benchmark independent by country, sector, and security. The core thematic underpinning the growth opportunities within the portfolio that the team are aiming to exploit include the rising Asian consumer, digital disruption in Asia, structural reform in India, and the capital market liberalisation in China. EAI portfolio holds Asian household companies including Tencent, Ping An, Alibaba, AIA and Samsung Electronics.
In the recording, Mary details her views on why investing in Asia is a compelling investment thematic. Mary also discusses her view on the current trade negotiations between the U.S and China and how these trade discussions may play out.
We hope you enjoy the recording.