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Baillie Gifford

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Asia equities

Asia hosts some of the world’s most dynamic markets. Its domestic champions thrive with a vast consumer base, and the region’s export titans enjoy enviable global reputations.

Four escalators with a man wearing a backpack travelling upwards.

Why invest in Asian equities?

If you’re interested in growth, Asia is too important to ignore. Its many expanding markets have inefficiencies that we aim to turn to your advantage by buying stakes in companies and adopting a long-term, patient approach. Much has changed since we started investing here over 30 years ago. But we believe that remaining focused on earnings growth, maintaining a willingness to be different and having a long time horizon can lead to substantial returns. 

How do we invest in Asian equities?

Over brief periods, earnings growth bears little relation to returns. But over extended timeframes, a link emerges between the highest-growth companies and the value they yield.  

We aim to own high-growth businesses long enough for our picks to prove their worth. We accept that not every Asian stock we back will flourish, but our priority is to secure and hold the strongest performers on your behalf. 

Asia equities strategies

  1. Young Indian woman waiting for a train at subway station in India.

    Asia ex Japan

    A patient strategy in fast-paced markets. Embrace diverse growth opportunities in the hope of capitalising on inefficiencies.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Two adventure cyclists on a single track road in the Scottish Highlands.

    Fixed income

    Targeting company and government bonds with a focus on long-term outcomes.
  4. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  5. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

Important information

The content of this website is intended exclusively for professional investors in accordance with MiFID legislation. ’Professional investors’ are potential investors who are deemed to have the status of “professional clients”, within the meaning of MiFID (2004/39/EC), as transposed in Ireland. It is not intended for retail investors.
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (Reference number C182354) as an Alternative Investment Fund Manager and UCITS Manager to Baillie Gifford Worldwide Funds plc. Its registered office is 4/5 School House Lane East, Dublin 2, D02 N279, Ireland.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.