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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. 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
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Populist policies prevail: Samir Mehta takes a look at upcoming elections in Asia and the potential impact for the portfolio.
Asian Paints: years of growth ahead. Samir Mehta takes a look at the oligopolistic paints industry
Declutering the portfolio: Samir Mehta talks about Fund positioning during a time of difficult macro-economic conditions.
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