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Podcast: Australian Investors Podcast
Episode: Investing in Asia: 5 clusters & 3 stocks to watch, with Sunny Bangia
Description: 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...