A View from Asia

Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

  • Samir Mehta
13 Jul 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • While GDP growth in Asia might not do as well, corporate profitability of listed firms could exceed expectations in the years to come.
  • A large part of this boils down to which countries and companies are able to break from the past and wholeheartedly adapt to newer ways of doing business.
  • Evidence so far is that China, Taiwan, Korea and Hong Kong are certainly ahead in terms of this transition.


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.

For a better experience, we recommend viewing this website in landscape orientation.