Stuart Dunbar, Partner, Baillie Gifford explores why long-term thinking is essential at a time when markets chase headlines, and why Asia remains wildly underrepresented in global portfolios. We unpack the region’s powerful shifts, from China’s policy reset to India’s innovation boom, Vietnam’s rise, and Asia’s deepening role in global AI infrastructure. He shares where he sees the most compelling long-term opportunities, what defines true homegrown champions, and how “active patience” guides investing in fast-moving markets.
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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek