Array ( [episodeID] => 400 [featureSeriesID] => 1 [featureSeasonID] => 15 [featureEpisodeID] => 6 [featureTitle] => Wendy Myers on the Asian stocks investors should be watching [featureDescription] => Asian stocks offer South African investors opportunities to diversify beyond Wall Street, the S&P 500 and the dominant US technology giants.\r\n\r\nWendy Myers, Head of PSG Securities, joins Business Talk to explore the investment opportunities emerging across Japan, South Korea, Taiwan and China, and why offshore diversification should extend beyond simply buying American shares.\r\n\r\nMyers discusses Japan's investment revival, corporate reforms and Warren Buffett's investments in the country's major trading houses. She also examines South Korea's semiconductor boom, including Samsung and SK Hynix, and whether corporate governance reforms could reduce the long-standing "Korea discount".\r\n\r\nThe conversation turns to TSMC's dominance of the global semiconductor supply chain, Alibaba's evolution into AI and cloud computing, and BYD's vertically integrated electric vehicle business. Myers also explains the geopolitical and regulatory risks investors need to consider when investing across Asia.\r\n\r\nFinally, she explains how South African investors can gain exposure to Asian companies through offshore platforms and American Depositary Receipts.\r\n\r\n0:00 Diversifying beyond Wall Street\r\n2:14 Why Japan is back\r\n5:23 Warren Buffett's Japan investments\r\n7:18 South Korea and the AI chip boom\r\n11:24 TSMC and Taiwan\r\n14:02 Alibaba and China's tech sector\r\n20:52 How South Africans can invest in Asia\r\n\r\nFollow BusinessTech:\r\nX - https://twitter.com/businesstechSA\r\nFacebook - https://web.facebook.com/BusinessTechSA\r\nInstagram - https://www.instagram.com/businesstechsa\r\nWebsite - https://businesstech.co.za/news/\r\n\r\n#OffshoreInvesting #AsianStocks #Investing [featureEpisode] => https://player.vimeo.com/video/1232248271 [featureDuration] => 25:48 min [featureImageMobile] => img/guests/ET-001-0030-006.jpg [featurePublication] => 2026-10-02 06:48:16 [featureLogo] => img/logos/SL115.png )