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Attaining absolute alpha - FEATURED INTERVIEWS - Magazine

From the dot-com bubble, SARS pandemic, the rise of China, through to the digital revolution, Covid-19 crisis and China’s emerging status as a p. ....

Red Dragon , Ken Goh , China Communist Party , Fullerton Fund Management , Singapore Headquartered Fullerton Fund , Red Dragon , Brian Wee , Asia Absolute Alpha , From The Dot Com Bubble , Kars Pandemic , He Rise Of China , Hrough To The Digital Revolution , Ovid 19 Crisis And China Amp Rsquos Emerging Status Asa Potential Superpower , He Past Two Decades Has Seen The World Come Full Circle , Ccording To Industry Veteran Ken Goh , Eputy Chief Investment Officer And Head Of Equities At Singapore Headquartered Fullerton Fund Management Amp Nbsp Ldquo Within This Historical Framework There Are Many Parallels We Can Reflect Upon Learn From In Order Not To Repeat The Same Mistakes , Mp Rdquo He Says Amp Ldquo It Rsquos Impossible To Look At Asia Investment Without Considering China , Hich Has Reacheda Strategic Inflection Point The China Communist Party Consolidated Its Power Again And Return Of Amp Lsquo Red Dragon Rsquo Is Hugely Significant Country Entered Intoa New Stage Economic Development That Changed From Being Export Led To One Domestically Oriented Whilst Tapping Into Global Ecosystem Secondly , Hina Has Departed From The Western Model , Hich Applies Counter Cyclical Policies To Buffer Any Disconnect In The Markets Instead , T Is Now Focused On Structural Reforms Witha Cross Cyclical Orientation We Need To Be Very Open Minded , Specially When It Comes To Un Learning The China Of Past And Re Future Amp Rdquo Nbsp Asa Fundamental Investor Based In Asia , Oh And His Team Amp Rsquos Global Perspective Is One That Allows Fullerton Fund Management To Capture The Best Investment Opportunities Across Market Cycles , Hrough Its Investment Capabilities In Fixed Income , Ulti Assets And Alternatives Amp Ldquo We Believe That Investment Opportunities Exist Across Market Cycles As Structural Changes Emerge Such , Ur Focus Is On Rigorous Research ,