Three plays on Asian growth

Waverton's Brook Tellwright tips the best shares to snap up to play the growth of Asia's economy.

Each week, a professional investor tells us where he'd put his money. This week:Brook Tellwright, Waverton Southeast Asian Fund.

There is a widely held perception that emerging markets are both too esoteric and too far out along the risk spectrum for most mainstream investors. In mid-sized Asian countries such as Indonesia, Vietnam and the Philippines, high levels of political risk, combined with poor corporate governance, cause many to view the region with apprehension. At best, these markets are seen as a warrant on global growth that should only be held during moments of extreme optimism and even then via the perceived safety of an index tracker.

Subscribe to MoneyWeek

Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Get 6 issues free
https://cdn.mos.cms.futurecdn.net/flexiimages/mw70aro6gl1676370748.jpg

Sign up to Money Morning

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Sign up

Brook Tellwright, Waverton Southeast Asian Fund