Can diversity truly take off as an investible theme in Asia? Senior Portfolio Manager Vishal Nanwani shares that while the Golden Equator Wealth team recognises it as a catalyst for progress, he noted that in Asia, they have yet to observe a significant outperformance attributable solely to it.
Speaking to Citywire Asia, he shares that “The best approach so far has been to set a minimum threshold for positive impact while considering fundamental attributes that should be present when evaluating companies.”
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