Says Lai: “Every one of them (the crises) has left a mark on how we look at stocks; has taught us about what a crisis looks like and what we do during a crisis. But none of them changed the fundamental way we look at stocks.”
Kenneth Tang, senior portfolio manager of Asian equity, and Lai Yeu Huan, joint head of Asian equity at Nikko Asset Management, believe they can best meet the challenge of President Donald Trump’s volatile behaviour by remaining unabashedly pro-Singapore equities from an investment point of view.
Lai points out that fund managers have lived through the Asian Financial Crisis, 9/11, the Sars epidemic, the Global Financial Crisis, the European debt crisis, the Covid-19 pandemic and now Trump’s tariff tantrums.
