Lighthouse Canton Insights Podcast - Ep 3: Economic Potential and Opportunities in Asia (China and Japan)

This podcast was recorded on 22nd June 2023 and was prepared based on the information available as of the date of recording.

In this episode, we will be delving into the topic of economic potentials and opportunities in Asia, primarily in China and Japan, and how investing in these regions can become complex and tricky to navigate. We have Yoshi Ohira, CIO of Luxence Capital, with us in this episode, and he will be sharing how Luxence Asia Fund and other equity managers have played a very pivotal role in assisting our clients in navigating these markets very smoothly. 

Thank you, and we hope you will find these conversations insightful.

Chapters

• 1:01 Welcome
• 3:02 Introduction to Yoshi and Luxence Capital
• 5:00 China's Reopening Post-Covid and Economic Recovery
• 7:13 Investment Opportunities in Japan
• 10:59 Pitfalls and Managing Investment Risks
• 13:21 Managing Gross and Net Based on Opportunities and Risks
• 15:54 Impact of the Global Economy
• 17:37 Goodbye