News & Insight • Podcasts

31 March 2023 | Paul Dixey

The outlook for Asia Pacific

In the sixth episode of season 3, Tom Naughton returns to the podcast. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of Paul's first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund’s investments, why he likes infrastructure stocks and finally, the various geopolitical issues in today’s world including the strengthening relationship between President Xi and President Putin.