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A View from Asia

Populist policies prevail: Samir Mehta takes a look at upcoming elections in Asia and the potential impact for the portfolio.

  • Samir Mehta
09 Apr 2019
View PDF   Download PDF  
View PDF   Download PDF  
  • Indonesia and India go to the polls this month with Mr Widodo in Indonesia and Mr Modi in India both hoping for a strong result to retain their respective grips on power.
  • I am cognisant of the risk around elections, but also recognise that event risks are difficult to predict.
  • The companies I own suggest resilience through tough economic conditions and that is what I remain focused on.
     

Disclaimer

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. 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.

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