Searching for Asia's Next Alpha Generators | SALT iConnections Asia | Summary and Q&A

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December 6, 2023
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Searching for Asia's Next Alpha Generators | SALT iConnections Asia

TL;DR

Asia's Alpha generators, including China, present both investment opportunities and challenges for managers and allocators in the region.

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Questions & Answers

Q: What are the key qualities and criteria you look for in an investment manager?

Managers with drive, passion, and a track record of success are preferred. The ability to survive market cycles and demonstrate a long-term investment approach is crucial.

Q: Is China still an investable space given its recent challenges?

While China faces challenges in its property market, there are still opportunities in other sectors, such as technology. Investors should focus on mitigating risks and considering China's role in their overall asset allocation.

Q: How do platforms and standalone launches differ in terms of opportunities for emerging managers?

Platforms provide a structured environment for emerging managers, but standalone launches offer more independence and flexibility. Both options have their advantages and depend on the manager's strategy and goals.

Q: What macro headwinds do you anticipate in the coming year that could impact the region?

Geopolitical risks, including the US-China relationship, could affect market stability. However, the panelists believe that both countries will work towards stabilizing their relationship, which could mitigate some risks.

Summary & Key Takeaways

  • Panelists discuss their experiences and strategies in Asia's investment landscape, focusing on finding Alpha generators and long-term capital investments.

  • They emphasize the importance of drive and passion in successful managers, as well as the need to adapt to changing market conditions.

  • The discussion also highlights the opportunities in Japan's bond market and the potential of country-specific strategies in India and Korea.

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