Famous for his contrarian short during the global financial crisis, legendary trader Stephen Diggle is today a self-professed investor with a strategy built on four idiosyncratic opportunities.
00:00 Introduction
01:42 The Hedgehog and the Fox
02:39 Asian big short
05:23 Barbell strategy
07:05 Investing in farmland
09:02 Inflation impact on investments
09:37 Property in inflationary times
11:11 Income vs capital gain
13:00 Venture capital in Southeast Asia
14:24 Investing in China
16:38 Eye for opportunity
18:55 Biotech investment strategy
20:22 Undervalued UK biotech companies
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About the show: Wine and dine with Asia’s leading investors and fund managers as they share future growth opportunities, investment strategies and insights on combining purpose and profit.
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25 июл 2024