EdRAM targeting growth via China's neighbours
Edmond de Rothschild Asset Management recommends taking positions in various growth themes within countries that continue to benefit from China’s economic expansion.
David Gaud is equity fund manager for Asia ex-Japan for Edmond de Rothschild Asset Management. He has previously worked at Société Générale, HSBC and Deutsche Bank.
Can you summarise the macroeconomic trends impacting Asia ex-Japan?The Asia ex-Japan zone has emerged reinforced from the crisis, particularly the banking sector. Due to their robust balance sheets, Asian banks have moved into a credit cycle, which is picking up speed and growing by more than 20% in India, Thailand and Ind…
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