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Disclaimer
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.
Meituan Dianping: the Chinese food delivery service that holds lessons for companies overseas.
Samir's thoughts on the three stages of the pandemic and the companies benefiting.
Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
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