My guest is Michael McGaughy, Portfolio Manager and Head of Research at Fusion Wealth Management.

Michael is an award-winning analyst with a diverse financial background spanning buy- and sell-side equity research, fund-of-hedge funds, and private equity. He first came to Asia as an exchange student in 1985 and has been involved with the region ever since, having lived and worked in Beijing, Hong Kong, and Singapore, for different companies including HSBC, the old Crosby Group and StoneWater Capital.

We discussed what was sell-side research like in the 1980s in SEA, his research process and his current investment philosophy on buying during "double negatives", especially in countries where the economy is about to collapse.. hint... a country starting with Sri...

Read Michael's Blog: 
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2 Companies Michael made reference to during the show:
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Enjoy my conversation with Michael McGaughy.

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My guest is Michael McGaughy, Portfolio Manager and Head of Research at Fusion Wealth Management.

Michael is an award-winning analyst with a diverse financial background spanning buy- and sell-side equity research, fund-of-hedge funds, and private equity. He first came to Asia as an exchange student in 1985 and has been involved with the region ever since, having lived and worked in Beijing, Hong Kong, and Singapore, for different companies including HSBC, the old Crosby Group and StoneWater Capital.

We discussed what was sell-side research like in the 1980s in SEA, his research process and his current investment philosophy on buying during "double negatives", especially in countries where the economy is about to collapse.. hint... a country starting with Sri...

Read Michael's Blog: 
https://michaelmcgaughy.blogspot.com/

2 Companies Michael made reference to during the show:
http://michaelmcgaughy.blogspot.com/2...
http://michaelmcgaughy.blogspot.com/2...

Enjoy my conversation with Michael McGaughy.

https://youtu.be/A3OBv2KGYZc