A View from Asia

What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?

  • Samir Mehta
06 Sep 2020
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View PDF   Download PDF  
  • There is genuine debate on the future trajectory and performance of stock markets. 
  • With the impact of Covid-19 so starkly visible in its toll on the health, employment, income and finances of households, corporations and governments, the contrast in the behaviour of stock markets is glaring.
  • We are in the camp that thinks this disconnect is rational.


Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments may 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. 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.

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