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Veteran fund manager sees potential in Asia supply chain

Ms Soon says the OEM world has consolidated. Those who survived are the most well-managed and efficient. Today some are very much part of brands like Puma, Adidas or Nike.


ASIA faces risks from rising protectionism, but veteran fund manager Elizabeth Soon is bullish on manufacturers deeply embedded into the supply chain of well-known international brand names.

Ms Soon, portfolio manager of Asia ex-Japan equities at PineBridge Investments,...

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