Thomas Poullaouec, head of investment strategy for Asia Pacific at State Street Global Advisors, talks to AsianInvestor deputy editor Richard Newell about how asset owners should be thinking differently in an environment of low growth and moderate investment returns.

In part one of the interview, Poullaouec highlights State Street’s thinking about emerging markets, globally and regionally. He talks about China and India and provides guidance on their growth trajectory in 2016 and beyond.
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