2Q 2020 Asia Pacific Equity Outlook

Portfolio manager Brian Bandsma maintains that e-commerce and IT infrastructure will be long-term beneficiaries of the shift to online activity. He discusses Chinese stimulus measures and how India and Indonesia can withstand the crisis.<br /><hr><p style='color:grey; font-size:0.75em;'> See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for privacy and opt-out information.</p>