FINANCIAL APERITIF | Investing in Asia: Lessons from the World’s Second Greatest Football Club
AIFO FINANCIAL APERITIF with Matthew Asia
MILANO – Tuesday 12 June, 2018 – from 6.30 – Four Seasons Hotel – Via Gesù 6/8 – 20121 Milano
After a strong start to 2018, volatility has returned to equity markets at a time when Asian corporate earnings and fundamentals appear to be steadily improving. If the U.S. economy is heading towards ‘extra time’, Asia is still well inside the ‘first half’ of its economic cycle.
Matthews Asia’s CIO Robert Horrocks will discuss whether the recent rally in Asian equities is sustainable and how investors can address the common pitfalls of investing in Asia that include the tendency to try to time markets and the challenge of assessing corporate governance.
3 questions/focus points for the presentation:
- Can Asia’s accelerated earnings growth be converted into equity returns for investors?
- As volatility returns to equity markets, what is the best way for investors to approach Asia?
- What investment lessons can we learn from the world’s second greatest football club?