Why invest in Asia equity long/short now?

Investing in Asia has undergone significant changes in recent years. Relying solely on the long-term growth of the Chinese economy is no longer effective, as the economic and political landscape has grown more complex. In this evolving environment, it may be an opportune moment to explore alternative approaches, such as event-driven investing with a long/short (L/S) equity strategy. We discussed this with Jon Withaar, Head of Asia Special Situations at Pictet Asset Management, who advocates for an Asia L/S strategy.