Sunny Bangia's guest appearances

Sunny Bangia

Australian Investors Podcast

Chris Judd's Talk Ya Book Podcast

Wattle Partners - Market Thinkers Series

Nick Griffin

Chris Joye

Cameron Brownjohn

Michael Goldberg

Emanuel Datt

Chris Judd

Stephen Arnold

Scott Williams

Steve Johnson

Daniel Crosby

David Prescott

David Williams

Scott Phillips

Luke Smith

Peter Singer

OwlTail

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Antipodes Partners, Sunny Bangia. Sunny covers consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets, and on this episode, we get some impressive insights into the developing consumer market in China and some long-term “green” thematics he forecasts will dominate the investing landscape for years to come.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Antipodes Partners, Sunny Bangia. Sunny covers consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets, and on this episode, we get some impressive insights into the developing consumer market in China and some long-term “green” thematics he forecasts will dominate the investing landscape for years to come.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund.Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology.Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters.The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation.Topics covered:@14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity?@29min Meituan - the Uber of China?@38min Taiwan Semi (TSMC)@48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: June 15th, 2021INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology. Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters. The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation. Topics covered:@14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity?@29min Meituan - the Uber of China?@38min Taiwan Semi (TSMC)@48min Longi Green Energy <a href="https://bit.ly/Australian-Investors-Podcast" rel="nofollow" target="_blank">View more episodes</a>: <a href="https://bit.ly/Australian-Investors-Podcast" rel="nofollow" target="_blank">https://bit.ly/Australian-Investors-Podcast</a> Episode recorded: June 15th, 2021 INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the <a href="http://www.rask.com.au/fsg" rel="nofollow" target="_blank">www.rask.com.au/fsg</a> webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

Investing in Asia: 5 clusters & 3 stocks to watch, with Sunny Bangia

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. Our first session, with Sunny Bangia of Antipodes Partners, covers the booming Asian Middle Class and the opportunities this is affording e-commerce, fintech and other consumer-focused sectors in the region.General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. Our first session, with Sunny Bangia of Antipodes Partners, covers the booming Asian Middle Class and the opportunities this is affording e-commerce, fintech and other consumer-focused sectors in the region. General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.