In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and James Carter are joined by Benjamin Hall, Manager of the Waverton Asia Pacific Equity Fund. Ben shares his journey into investing and offers a thoughtful perspective shaped by over 15 years' experience across emerging and Asian markets.

The conversation explores how investors should think differently about China, challenging headline-driven narratives and focusing instead on long-term fundamentals. Ben discusses why profitability, capital discipline, and incentives matter more than raw growth, and why market sentiment in the region can swing between extreme optimism and pessimism.

Ben also touches on some of the biggest themes shaping markets today, including China’s evolving economy, technology, energy, and AI.

If you would like further information about anything discussed in this episode, please do get in touch whyinvest@w1m.com.

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