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Chai House Chat: Asia’s ‘unrecognised’ growth story revealed

In the latest episode of Chai House Chat, Mike Sell, head of Asian investements at Alquity, reveals how Vietnam is set to become an emerging market leader.

Over a cup of vanilla tea, Citywire A-rated Sell, who runs the Alquity Asia fund, said investors should look beyond benchmarks and take advantage of the liberalisation and lower wage costs compared with neighbouring China.

In this video, Sell also discusses why the death of the Chinese property market is overblown and the importance of picking Asian stocks on a bottom-up basis.

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Mike Sell
Mike Sell
168/217 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 12.88%
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