Indus Capital Partners’ Robert Salvesen on Asian equities as an integral part of a global portfolio

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INTERVIEWSERIES

Robert Salvesen, Managing Director, Research Analyst, Indus Capital Partners

October 2026

 

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In this exclusive interview, Robert discusses the role for an allocation to Asia as an integral part of a global equity portfolio and the investment case for a pan-Asian approach. He explores the sources of dispersion and alpha in Asian equities, the significance of Asia to the artificial intelligence story, and addresses underappreciated pockets of opportunities in Asia beyond A.I. that investors outside the region may be overlooking.

Watch the full interview where we ask Robert:

  • Why Asia? Why should sophisticated investors include an allocation to Asia as an integral part of a global equity portfolio?

  • What advantages does a pan-Asian equities investment strategy offer relative to a single-country approach?

  • What are the key sources of dispersion and alpha in Asian equities today and what does it mean for active management?  

  • What is the significance of Asia in the artificial intelligence story and what opportunities does it present for sophisticated investors?

  • Beyond A.I., what are some of the underappreciated investment opportunities in Asia that investors outside the region may be overlooking?

Robert Salvesen, Managing Director, Research Analyst, Indus Capital Partners
Robert is a Managing Director, Research Analyst for Indus. He lives in Sydney, Australia.

Prior to his affiliation with Indus in 2025, Robert was a Founding Partner at Nekton Capital, a UK-based global equity fund manager, where he led the investment strategy for the firm’s Asia Pacific portfolio. He was responsible for identifying high-quality investment opportunities, conducting deep fundamental research, and constructing a diverse and differentiated portfolio.

Robert received his Bachelor's degree in Finance with a minor in Economics & Accounting from the University of Otago in New Zealand.

 
 
 
 
 

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