Insights

How Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.

Pacific Horizon spots investment opportunities in a smartphone-transformed nation.

Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future of the region.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.

First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.