abrdn Asia Focus - August 2023 Update
To sell, or not to sell. Gabriel Sacks, fund manager of abrdn Asia Focus, discusses the key question portfolio managers face when a stock experiences a period of strong performance. Gabriel explains the scenarios in which he might look to let winners run in the portfolio, and when the team look to sell down a stock. Gabriel also discusses a recent trip to India, and some of the companies the team met whilst in the region.
Recorded 05/10/2023.
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