Emerging Markets Spotlight

"China is a source of opportunities rather than an opportunity in and of itself." - James Syme provides his latest monthly update. 

  • James Syme
16 Jan 2020
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This update is mostly about things that didn't happen in 2019, specifically in China, and those non-events are important given what was expected by some investors and market commentators. 


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 Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. 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. 

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