EPISODE DESCRIPTION
Kenneth Lee and Michael Yoshino—co-founders of Pleiad, a Hong-Kong-based, absolute return-oriented, fundamental equity investment strategy with a focus in the Asia Pacific Region–have made a name for themselves over the past decade as on-the-ground experts on investing in Asia.
In this Insight Bridge, Kenny and Mike share with Greg their insights on Asia’s post-COVID trajectory, where opportunities might lie going forward, how to best navigate the sometimes-mysterious Asian markets, and how different countries are beginning to recover from the COVID slump. They also discuss the path for China and Japan going forward, the importance of investing on the back of good fundamentals and a strong thesis rather than relative momentum, and the advantage of having a nuanced understanding of the region. You won’t want to miss this intriguing and educational episode!
KEY TAKEAWAYS
“We find the interactions to be very different when the inbound calls to the companies are to provide them with some insights, or provide them with help, as opposed to, as we call it, being very transactional, where you’re just trying to extract information from management teams.” - Kenneth Lee
“We don't think Japan is that interesting from a macro or top-down market perspective, given obviously there's a long-term lack of growth and given the significant demographic headwinds. But for us it's always been a great stock picking market at the micro level.” - Michael Yoshino