Investor Dialogue: David Gaud

Edmond de Rothschild Asset Management’s senior portfolio manager for Asia talks about stock picking in Asia.

What is your view on the Asian IPO market so far this year
There are meaningful differences from one country to another across the region in terms of IPO’s outcome. North Asia has faced a difficult situation in terms of IPOs, especially in Hong Kong.

We’ve seen tentative deals, which have not come through because of the lack of appetite.

In other countries, mostly in...

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