Interview with Herald van der Linde (Asian Century Stocks)

Interview of Herald van der Linde, Chief Asia Equity Strategist at HSBC who has worked in the region for over three decades. (Listening time: 31 minutes, estimated reading time: 22 minutes)

In the interview, he was asked about:

  • His background and what he does today
  • Common misperceptions
  • The question of business quality vs P/E ratios
  • Whether reported GDP growth is important
  • Countries with great conditions for entrepreneurship
  • His thoughts on the pace of Indonesian reforms
  • Which sectors in China that could lead the next bull market
  • His bullishness about Bangladesh

Source: Interview with Herald van der Linde (Asian Century Stocks)

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