In this episode, Neil Govier, CFA, talks to two guests, Ken Siazon and Manish Sharma, CFA, both from SouthEastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19. Which regional markets are destined for a speedier recovery, and what sectors offer the best potential from an anticipated consumer driven growth?

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.