Brewin Dolphin Podcast

In today’s podcast Guy Foster, Head of Research, talks to Sean Taylor the APAC CIO and Global Head of Emerging Equities at DWS Investments the firm which in the last few days spun out of Deutsche Bank. This is an incredibly timely call after a week in which the markets have been roiled by fears of a trade war and a collapse in big tech names. What will be the impact of the trade spat on China’s economy and the broader Asian economies? How will this impact companies operating in the region? The conversation subsequently turns to Asia with a focus on the macro story in China and the various efforts which the authorities are taking to restrain leverage in the economy. Will any of these factors halt the out performance of Asian and Emerging Markets? Finally, Sean gives his opinion on the Asian technology stocks which he breaks into various subcategories.