Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether economics is the only factor.

Brian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements

In this podcast Dr Khanna discusses the asianisation of Asia. Is Asia looking at itself more in terms of whether to export, or how much stays in Asia?

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements https://foord.co.za/