A View from Asia

Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

  • Samir Mehta
06 Apr 2020
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View PDF   Download PDF  
  • After a stringent lockdown and isolation, a semblance of normality is returning in China. 
  • Whilst things are not yet back to normal, it is not all doom and gloom.
  • In his latest missive, Samir talks macroeconomics and gives some stock-specific positive news stories.  


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. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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