A View from Asia

Observations on the coronavirus from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.  

  • Samir Mehta
17 Feb 2020
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  • With commerce and travel at a virtual standstill in China for at least two or three weeks because of the coronavirus, the impact on GDP will be large over the next two quarters.
  • However, we live in a world drowning in liquidity with central banks eager to stave off any potential downtrends.
  • We are weeding out a couple of names that we think might be adversely affected for the long term but other than that most of our quality names should hold their own and come through.


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 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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