Stephen Lew, Fund Manager of JOHCM Emerging Markets Small Cap Fund, discusses how emerging market small cap companies are expected to be the early and primary beneficiaries of the 5G megatrend in the upcoming 12 to 24 months.
Disclaimer
The views expressed are those of the portfolio manager as of October 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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