Fiona Yang

speaker

268 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Fiona Yang’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Is Asia's AI Boom Creating the Next Investment Bubble? · 20 Jul 2026 podcast

As a contrary investor, when other people look away, we always want to look more into it because there are a lot of gems in that market.

And investors are fixated on a lot of the macro issues about weak economic growth or still underwhelming consumption data.

But you know what?

There are companies that can actually thrive in this macro environment.

Definitely, definitely.

I think it's more of the case of how quickly Taiwan and Korea have gone up.

And then the market cap of this mega company, the concentration that they have in the Asian index is mind-blowing.

Yes.

So India is very interesting one.

Two years ago, it was one of the most popular country to investing for the whole region.

And here we are, it's completely being put into the bottom of the jar because it doesn't really have any AI stocks.

in there.

All this internet company, again, similar like the Chinese ones being questioned about their survivability for the long term and their growth in the longer term.

So I just thought it's an interesting time to definitely take a trip and visit our portfolio companies and identify whether there are more interesting ideas.

I think the conclusion is still the market, despite the underperformance versus everywhere else, is still expensive.

Unfortunately, it's

Valuation is something that we can't get the hurdle over, but doesn't mean we can't own stocks in the market because they're still selected parts of the market looks extremely valuable for us.

And if you look at the growth compounding power of some of the portfolio company is definitely impressive.

So one of my favorite in India and during the trip is Sriram.

This is a non-bank financial company operating in India for an extended period of time.

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