A View from Asia

Samir's thoughts on the three stages of the pandemic and the companies benefiting. 

  • Samir Mehta
05 May 2020
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  • Amidst all the gloom there have been some positive surprises from Q1 results.
  • It’s very likely we will witness renewed volatility as the results season progresses and we reassess the actual damage to earnings and cash flows for the majority of businesses.
  • We have to remain nimble and may change course on companies as we progress through the year.


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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