Jane Andrews - BambuBlack - Asia Pacific, Emerging Markets & India

(00:00:00) – Growing up and connections to the business

(00:01:28) – What sparked your interest in investing?

(00:02:30) – Becoming an analyst in the city

(00:08:18) – Witnessing the 1987 crash

(00:12:28) – Focusing on Asia-Pacific equities

(00:13:45) – 23 years working at Smith & Williamson

(00:18:05) – Being an independent thinker amongst the ‘House view’

(00:20:34) – Forming an Investment boutique

(00:24:18) – Distilling 30 years of experience into your own investment process

(00:27:40) – Lazy balance sheets in Japan

(00:30:33) – Working as a female fund manager

(00:32:17) – Team structure and growing as a boutique

(00:35:40) – The 2022 bear market

(00:37:40) – China and Emerging Market prospects for 2023

(00:39:17) – India: the next manufacturing centre of the world?

(00:42:56) – A day in the life of a CIO

(00:45:09) – Biggest inspirations in the Investment industry

 

Important Links

BambuBlack Asset Management - https://www.bambublack.com/uk

Jane on Bloomberg Surveillence - 06/01/23 https://www.bambublack.com/uk/insights/videos/bloomberg-surveillance-early-edition-jane-andrews-asia-pacific-2023-investment

Jane Andrews Linkedin profile - https://www.linkedin.com/in/jane-andrews-0228901b8\

Anthony Walters Linkedin profile - https://www.linkedin.com/in/anthonywaltersuk/ 

#InvestmentManagerPodcast

 

Introduction

My guest on today’s show is Jane Andrews.

Jane is the CIO and founder of BambuBlack, a UK based investment boutique which specialises in multi-cap listed equities, in the Asia-Pacific region.

Jane has over 30 years of extensive sector experience, spanning 4 decades, and, combined with her team, the firm has over 80 years of investment experience, many of those spent working across the world in local markets.

Join me as we discuss

• Jane’s journey
• Investing in the 1980’s Japanese bull-run,
• And why India could be the next big manufacturing centre of the world.