Samsung, TSMC, Alibaba, Tencent Favored: Ellerston Capital

The video discusses the current state of the Hong Kong market, highlighting the risks associated with ongoing protests and their economic impact. It also covers investment strategies in major Asian tech stocks, including Samsung, Tencent, Alibaba, and TSMC, and the rationale behind maintaining significant portfolio weights in these companies. The speaker provides insights into managing a tech-heavy portfolio and explores the valuation and growth potential of emerging markets, emphasizing the structural growth driven by demographics and technological advancements in Asia.

What is the expected impact of the phase one trade deal on emerging markets?

What are the implications of the valuation differences between emerging markets and developed markets?

In what ways does the speaker believe Asia is a significant growth story?