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Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri

Inside the Rope with David Clark

CHAPTER

Navigating Wealth Management Transitions

This chapter explores the shift from private businesses to wealth management, focusing on evolving investment strategies that prioritize high-quality assets with low market correlations. It discusses the complexities of agricultural investments, emphasizing the balance between risk and opportunity in sectors like food and farmland ownership. Additionally, the chapter highlights the investment landscape in Asia, particularly India, and compares it to China while addressing the implications of currency fluctuations and capital flow risks.

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