Making Sense Exploring the evolving Asian consumer and investor base with Dymon Asia
Mar 20, 2026
Sian Goh, Partner and Head of Research and Strategy at Dymon Asia, leads macro and micro research for an Asia-focused multi-strategy fund. She discusses Asia’s diverse markets and supply chain shifts, the rise of Gen Z retail investors and changing flows, AI’s impact on regional tech supply chains, and how local cultural trends shape global consumer tastes.
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Asia's Fragmented Markets Create Trading Opportunity
- Asia's diversity creates natural trading dispersion across countries and asset classes.
- Dymon Asia trades 12 countries with distinct exports, geopolitics, monetary policies and localized PM expertise to generate alpha.
Micro Company Work Builds Macro Signals
- Micro company-level signals are feeding macro insights, especially around supply chains and AI.
- Dymon uses long-short equity teams' ground feedback on shortages and bottlenecks to inform macro and relative value trades.
Retailers Survived Tariff Panic By Restructuring
- During the last tariff scare retailers had restructured and kept low inventory, which limited bankruptcies.
- Conversations with brands like Nike and Adidas revealed resilience and pre-planned responses to tariffs.