BabylonFund #6 - Interview with Aaron, fund manager of the South East Asian market
The ASEAN Growth Story - the next China over the coming 30 years
I recently did a podcast with France-based BabylonFund, discussing my thoughts on:
Investing in ASEAN - The next China
Managing share price volatility in ASEAN stocks
Idiosyncrasies when investing in ASEAN vs Western markets
Check it out below!
Timestamps: (click “Show More” in the video description)
[01:57] - Introduction
[04:40] - ASEAN: The next China
[10:29] - Share price volatility when investing in ASEAN
[14:02] - The definition of Risk
[15:55] - Portfolio construction & diversification
[18:14] - When to sell & How to manage emotions
[22:38] - What type of investor are you?
[26:30] - What additional factors should investors consider when investing in ASEAN?
[29:30] - What investing mistakes have you made in the past?
[33:04] - Conclusion
[34:15] - How to reach Aaron
[35:37] - How can foreign investors buy ASEAN stocks?
To find out more about BabylonFund, click here to visit their page.