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A View from Asia

Samir Mehta, manager of the JOHCM Asia ex Japan Fund, provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.

  • Samir Mehta
03 Sep 2019
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View PDF   Download PDF  
  • As trade concerns have intensified, we have ratcheted up our holdings in China, particularly the ‘A’ share market.
  • At the end of last month, our holdings in ‘A’ shares represented approximately 10% of the portfolio.
  • Increasingly, there are signs that lower interest rates and looser monetary policy engineered by central banks are less potent than before.
     

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