On the mid week edition of the Morning Mail, David is joined by Robert Palmer from Cooper Investors who is responsible for their Asian Tiger Fund.
Robert discuses the rationale for investment within the Asian Region. He covers both the recent history of the region through various economic conditions, and relates this to how companies are positioned both today and for future opportunities. We also touch on the population dynamics of the region.
Robert also discusses how their Fund’s portfolio is currently positioned to take advantage of Cooper Investors views.
