Asian fund managers (4)

BFM interview with James Hay from the Pangolin Fund.

Some of the subjects:

• Nestle
• Public Bank
• Malaysia shunned at the moment, might indicate opportunity
• Hup Seng
• Padini
• Dairy Farm
• Excellent corporate governance
• Avoiding GLCs like Maybank, would these companies be able to compete outside Malaysia?
• Stressing importance of research, also on the ground

An earlier interview with Hay can be found here.