Views & News

A View from Asia

| Asian Equities
Samir Mehta
09 Jun 2020
  • Every business has already been, or is in the process of being, reshaped by the forces of technology, the internet and online commerce.
  • Meituan Dianping (MD – owned in our portfolio) is an example of a firm that might hold lessons for others overseas. 
  • Having solidified its leadership in 2019, the Covid-19 pandemic has proven that MD has been able to thrive through some of the toughest challenges and provide a much needed service.
     

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Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. 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. The Fund’s investment 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.

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