Asian consumption a key theme for Ayaz Ebrahim at Halbis
Ebrahim says the biggest challenge in investing in Asia is dealing with technical distortions in the market caused by high liquidity, short-covering and volatility.
Ayaz Ebrahim is the CEO for Asia-Pacific at Halbis Capital Management. He is responsible for the fund house's equity and fixed income investments in Asia ex-Japan. He is also the lead fund manager for the fund house's regional equity funds. Halbis, which manages over $26 billion in assets in Asia, is the active fundamental investment specialist of HSBC Global Asset Management.
Ebrahim shares with AsianInvestor his views about Asian equities.
Looking at a one-year period or beyond, w…
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