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Robeco Asset Management Podcast

Business:Investing

Our man in Hong Kong

2020-07-08

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Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong. His experiences have taught him to embrace Daniel Kahneman’s advice to be skeptical, trade little and be patient. In this podcast episode, Arnout talks about life in Hong Kong, the lagging performance of value stocks and the digitalization race between the east and the west. Tune in.