125. Making money from snacks, lifts and Vietnamese dairy companies

Charlie Dutton, manager of Ninety One Asia Pacific Franchise, tells us why Asia is no longer a play on global growth, but is now full of quality companies that can grow no matter what the economic environment. He also discusses the increasing opportunities in ASEAN countries and explains why he sometimes invests in firms listed outside the Asia region. He ends the interview with an example of why the sheer scale of some Asian economies makes for interesting opportunities for investors.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.