Zinnia Group x Collyer Capital: The Asia Arbitrage: Accessing the $2T+ opportunity

In this interview, Eric Marchand discusses how institutional investors can rethink exposure to Asia’s venture and growth markets. He outlines a framework distinguishing emerging Asia from developed Asian markets, and explains why many Western allocators historically concentrated too heavily in China. Eric also shares a practical approach to regional portfolio construction, highlighting diversification across ASEAN economies and the role of Australia as a stabilizing allocation within Asia-Pacific portfolios.