Surviving the Next Wave of Creative Disruptions in Asia — Morningstar Institutional Conference Asia Asian Equities Panel

Asia has been a major breeding ground for creative disruptions, with the rise of mobile devices, e-commerce companies, and other innovative technologies revolutionising consumer behavior. Robeco’s Arnout van Rijn, UBS’ Bin Shi, and First State Stewart Asia’s Vinay Agarwal shared where they are finding opportunities, challenges they face, and their outlook for the asset class.

Morningstar Analysts 13 July, 2017 | 17:48
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Asia has been a major breeding ground for creative disruptions, with the rise of mobile devices, e-commerce companies, and other innovative technologies revolutionising consumer behavior. Arnout van Rijn, Chief Investment Officer, Robeco Asia Pacific; Bin Shi, Managing Director, China Equities, UBS Asset Management; and Vinay Agarwal, Director, Portfolio Manager, First State Stewart Asia shared where they are finding opportunities, challenges they face, and their outlook for the asset class.

The panel moderator, Germaine Share, Morningstar’s senior manager research analyst, wrapped up the discussion in the following video.

 

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