Thursday, 24 December 2015

Asian fund managers (4)

BFM interview with James Hay from the Pangolin Fund.

Some of the subjects:
  • Nestle
  • Public Bank
  • Malaysia shunned at the moment, might indicate opportunity
  • Hup Seng
  • Padini
  • Dairy Farm
  • Excellent corporate governance
  • Avoiding GLCs like Maybank, would these companies be able to compete outside Malaysia?
  • Stressing importance of research, also on the ground
An earlier interview with Hay can be found here.

No comments:

Post a Comment