Invesco Asia Trust plc: AGM update
After two years of slowing growth followed by the global pandemic, Ian Hargreaves provides an update on his investment approach and discusses:
- How the change in economic fundamentals has given him the opportunity to re-evaluate the portfolio’s positioning
- The surprisingly strong rebound in Asian equity markets from the lows of March and April
- The divergence in valuations by sector and how he believes there are still opportunities in the market