Season 15 Episode 6

Wendy Myers on the Asian stocks investors should be watching

02 October 2026 · 25:48 min

Asian stocks offer South African investors opportunities to diversify beyond Wall Street, the S&P 500 and the dominant US technology giants.

Wendy 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.

Myers 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".

The 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.

Finally, she explains how South African investors can gain exposure to Asian companies through offshore platforms and American Depositary Receipts.

0:00 Diversifying beyond Wall Street
2:14 Why Japan is back
5:23 Warren Buffett's Japan investments
7:18 South Korea and the AI chip boom
11:24 TSMC and Taiwan
14:02 Alibaba and China's tech sector
20:52 How South Africans can invest in Asia

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