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Trade and tech stresses in Asia with DWS’s Sean Taylor


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 outperformance of Asian and Emerging Markets? Finally, Sean gives his opinion on the Asian technology stocks which he breaks into various subcategories.

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The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

Guy Foster

Head of Research