A View from Asia

Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update. 

  • Samir Mehta
14 Oct 2020
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View PDF   Download PDF  
  • Although job losses have hurt incomes, lockdowns have helped build up consumer savings and balance sheets for those who remain employed.
  • Our aim is to find those businesses who benefit from the inevitable uptick in consumer spending in 2021 and beyond.
  • We have added to our holdings in India, in particular Jubilant Foods and SBI Cards.


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 may 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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