The economic outlook in Asia shows encouraging signs. South Korea and Taiwan continue to show positive momentum, while Indonesia remains a key market thanks to its strong domestic consumption and an economy rich in natural resources. Marcel Zimmermann, manager of Lemanik’s Lemanik Asian Opportunity fund, explains his view to Investire.
Read the view: urly.it/31cpwh
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Marcel Zimmermann
Marcel has over 30 years of experience in the financial sector analysing financial markets, financial instruments and currencies, specialising in Asian stock markets. After nine years at the Asian Secondary Markets desk of a leading bank in Lugano, he founded an asset management company in 1993 and distinguished himself in market research and analysis in support of asset allocation and stock picking decisions for Asian companies on behalf of institutional clients. Marcel, Senior Portfolio Manager of the Lemanik Asian Opportunity fund since its inception in 1994, is an advisor to Lemanik SICAV in Luxembourg. Marcel has in-depth knowledge of the Asian stock market, both emerging and developed, including Japan. The currency market in this region is the hallmark of his portfolio management. Translated with DeepL.com (free version)
