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Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation.
With trade tensions between the US and China resurfacing in May, Samir Mehta, JOHCM Asia ex Japan Fund, draws his own conclusions, aided by the experience of a recent research trip to China.
Samir details how portfolio holding LG Household and Healthcare’s positioning has enabled it to avoid the disruption taking place in the cosmetics industry.
Populist policies prevail: Samir Mehta takes a look at upcoming elections in Asia and the potential impact for the portfolio.
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