News

Back

A View from Asia

Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.

  • Samir Mehta
09 Aug 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • On the whole, banks and non-banking financial companies are, in our opinion, a poor investment in a post-Covid-19 world.
  • But that does not mean every financial firm will be a poor investment.
  • In our latest note, we highlight a recent portfolio addition, Manappuram Finance, a gold loan provider in India.

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.
 

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

Webcast

×

Regnan

×