David Calfo, Head of Defined Contribution Strategy, BNY Mellon Asset Management International, discusses outcome oriented approaches.
Emerging Asia's Next Act
Consumer Spending Set to Drive Growth
Amid investor concerns over inflation and overheating in emerging Asia, Hugh Simon, CEO of Hamon Investment Group, argues that cyclical inflation pressures have peaked in economies like China and that tightening efforts already undertaken will pay off in the second half. Simon says the secular growth story in emerging Asia remains firmly in place, with domestic spending expected to drive the next wave of growth.
Based in Hong Kong, Hamon has been investing in Asian equities for more than 20 years, with a team of local bottom-up analysts and portfolio managers. BNY Mellon holds a minority interest in Hamon, which is one of BNY Mellon Asset Management's world class independent investment boutiques.