Can Asia Pacific benefit from deglobalisation?

In the first episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today, our guests discuss the realignment of global supply chains and its effect on the economies and industries in Asia Pacific. They talk about ways in which investors can safeguard their portfolios and where they can find opportunities amid the turmoil. The guests are:Noli de Pala, CFA, Chief Investment Officer and Executive Director at TriLake Partners, SingaporeGareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management at Nomura International Wealth Management, Singapore."Shelter from the storm: Investing in the era of uncertainty" is a ten-episode series, sponsored by EquitiesFirst.The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact.The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful. Hosted on Acast. See acast.com/privacy for more information.