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South and Southeast Asia

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 28, 2021 by Rashmi Kwatra · across every show →

Everything said about South and Southeast Asia, oldest first

Oct 28, 2021 bullish
Opinion
Kwatra: South and Southeast Asia offer China's prior decade J-curve growth
“China's already large. It'll grow fine. But do you get that same J curve effect? Probably not. And that's where these markets are today.”
Rashmi Kwatra Oct 28, 2021 ▶ 57:52 Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Oct 28, 2021 bullish
Opinion
South and Southeast Asia benefit from Chinese economic turbulence, says Kwatra
“I think it's actually a misconception that if China goes through difficulty, so does South and Southeast Asia. I think actually South and Southeast Asia are big winners when we are seeing turbulence”
Rashmi Kwatra Oct 28, 2021 ▶ 52:20 Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
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