Around half of the world's population resides in Asia. Many Asian companies are deeply embedded in structural trends that are globally significant. Yet the entire Asia (ex Japan) equities take less than 10% in global equity index. There’s a strong chance that having sufficient exposure to Asia becomes one of the most important investment decisions many of us make for the next decade and beyond.
This year marks the 35th anniversary for Baillie Gifford Pacific Fund. That length of tenure matters in a fast-evolving market like Asia. We believe today is definitely one of the optimistic starting points for the asset class. Despite increasing macro resilience and the emergence of world-class companies in the region, Asian equities are still offered at appealing valuations comparing to their global peers.
Presentation Objectives
- Macro: understand the under-appreciated macro resilience of Asia today
- Micro: learn about the world-class Asian companies and the growth trajectory ahead of them
- Market: explore the secular and cyclical opportunities in Asia
Presenters

Qian Zhang
Investment Specialist Director, Baillie Gifford

Katrina Lloyd
Editor-in-Chief, Professional Adviser