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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. Issued and approved in the UK by J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Ltd. J O Hambro® is a registered trademark of Barnham Broom Ltd. Registered in England and Wales under No: 2176004. Registered address: Level 3, 1 St James’s Market, London SW1Y 4AH, United Kingdom.
Fickle stock markets can turn on a Trump tweet. Samir Mehta provides a portfolio update during the macro uncertainty.
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.
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