A View from Asia

Populist policies prevail: Samir Mehta takes a look at upcoming elections in Asia and the potential impact for the portfolio.

  • Samir Mehta
09 Apr 2019
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  • Indonesia and India go to the polls this month with Mr Widodo in Indonesia and Mr Modi in India both hoping for a strong result to retain their respective grips on power.
  • I am cognisant of the risk around elections, but also recognise that event risks are difficult to predict.
  • The companies I own suggest resilience through tough economic conditions and that is what I remain focused on.


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