A Different Perspective with Gabriel Sacks - The Investment Case for Asian Small Caps

This week Nick talks to Gabriel Sacks Gabriel is lead manager of Aberdeen Asia Focus plc and a member of the investment team managing Aberdeen’s Global Emerging Markets Income and Global Emerging Markets Smaller Companies strategies. During his time in Singapore, he also managed the Asian Smaller Companies Fund until returning to London in late 2022, while contributing to a range of Asian and global emerging markets portfolios. Gabriel holds an MA (Hons) in Land Economy from Selwyn College, Cambridge, and is a CFA charterholder. Nick and Gabriel discuss the investment case for Asian smaller companies and the evolving outlook for emerging markets. Drawing on more than 17 years of experience at Aberdeen, Gabriel explains why he believes the region offers attractive long-term growth opportunities. The conversation explores the drivers behind renewed investor interest in emerging markets, including diversification away from the US, the recovery in sentiment towards China, and the structural growth stories in India and Vietnam. Gabriel outlines Aberdeen Asia Focus plc's investment philosophy, emphasising high-quality businesses, strong governance, disciplined portfolio construction, and the importance of identifying under-researched companies with sustainable competitive advantages. Book Choices Range: Why Generalists Triumph in a Specialized World by David EpsteinGodfather of the Kremlin by Paul KlebnikovMusic ChoicesJamiroquai - Virtual InsanityAlmir Guineto - ConselhoThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.