Three stocks to take advantage of Asia’s strong fundamentals

Conditions remain upbeat in most Asian economies, says professional investor Andrew Graham. Here, he picks three Asian stocks to profit from that.

Each week, a professional investor tells us where he'd put his money. This week: Andrew Graham of Martin Currie's Asia Unconstrained Trust finds three regional stars.

Global investors have a long list of things to worry about: global trade tensions, emerging-market turmoil, the rising oil price and, perhaps most importantly, a major shift away from the exceptionally accommodative monetary conditions seen since the global financial crisis. As bottom-up investors with a disciplined approach, we are averse to making political and economic forecasts. To us, the key issue is whether these dynamics are likely to upset strong corporate fundamentals in Asia. We remain sanguine.

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Andrew Graham

Andrew is the portfolio manager at Martin Currie Pacific Trust and he has worked there since 2010. He specialises in Asia and runs two Asia Pacific equity funds. Andrew contributes to MoneyWeek online on an ad-hoc basis, sharing his expertise on the stockmarket and writing MoneyWeek’s weekly share tips. Previously in his career, Andrew was also vice president of investment management firm, Putnam Investments. He has written about investments in CityWire too, one in particular, ‘why tech is disruptive in Asia.’