Roderick Snell

Roderick Snell, an Emerging Markets & Asia fund manager at Baillie Gifford, shares his expertise on the surge of Chinese stocks along with other Asian markets. He dives into what’s fueling this rally, touching on the appeal of various sectors. Snell highlights Vietnam's reform-driven potential and contrasts it with high valuations in India. The conversation also navigates anticipated Federal Reserve decisions and their possible market impacts, alongside insights into major Chinese tech companies like Tencent and Alibaba, as well as the evolving electric vehicle landscape in China.