It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast!

We have discussed the following:
00:00 Podcast Preview
01:30 Introducing Dan Rupp
01:51 Why invest in Asia now?
05:36 Defining „Asia“‘s geography
07:37 Why go active instead of passively investing Asia
13:17 Where are the best opportunities?
16:26 Holding period in a volatile market
21:04 Patterns that offer opportunities
24:37 Check out GI Plus
25:08 Portfolio construction in the Asian market
27:40 Things to avoid
30:25 Dan’s thoughts on portfolio size
33:15 Finding the best opportunities
35:40 Case study of Haier
44:27 Why start a fund?
50:20 Meaning behind „Parkway“
51:29 Closing thoughts
52:25 Thank you
52:35 Disclaimer

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