Investing in Asia: 5 clusters & 3 stocks to watch, with Sunny Bangia

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund.

Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology.

Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters.

The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation.

Topics covered:

@14min - The Chinese market opportunity and consumption story

@20min - How is the China opportunity different to the North American opportunity?

@29min Meituan - the Uber of China?

@38min Taiwan Semi (TSMC)

@48min Longi Green Energy

View more episodes: https://bit.ly/Australian-Investors-Podcast

Episode recorded: June 15th, 2021

INFORMATION WARNING

Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).

This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

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