Registration & Morning Coffee
09:00  to  09:30
Welcome, Market Intelligence
09:30  to  09:45
Quality growth investing in Asia Pacific ex-Japan
09:50  to  10:10

Quality Growth Investing in Asia Pacific ex-Japan
Comgest launched its Asia Pacific ex-Japan equity strategy in 1997. The fund’s all-cap, quality growth strategy leverages on the firm’s two decades of experience in emerging markets as well as its local research presence in Asia since 1993. Emil Wolter will describe the fund’s approach and expertise in the region
 

Speaker:
Emil Wolter. Portfolio manager. Comgest.
China - is the year of the dog a bad or good omen?
10:15  to  10:35

China - Is the year of the Dog a bad or good omen? 
In China, the dog is an auspicious animal and the entry into a house symbolizes the coming of good fortune. In June, the door to the China onshore market opened, offering offshore investors a wealth of new opportunities, and yet the market has plunged. Is this a time to re-visit China and Emerging markets?
 

Speaker:
Kevin Barker. Senior equity specialist, managing director. UBS Asset Management.
Japan - where is the downside?
10:40  to  11:00

Japan – where is the downside?
Chris Taylor will discuss why Japan remains a true value market with unexpectedly strong earnings growth, highlighting just how undervalued Japanese shares are. He will also examine the macro economic backdrop which is leading him to maintain an overweight in large, well-financed, industry dominant Japanese multinationals in the Neptune Japan Equity Fund
 

Speaker:
Chris Taylor. Head of research and Japanese equities. Neptune Investment Management.
Panel debate
11:05  to  11:25
Speakers:
Kevin Barker. Senior equity specialist, managing director. UBS Asset Management.
Chris Taylor. Head of research and Japanese equities. Neptune Investment Management.
Emil Wolter. Portfolio manager. Comgest.
Networking brunch
11:30  to  12:30
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