A View from Asia

Should we even bother investing in China?

  • Samir Mehta
11 Aug 2021
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View PDF   Download PDF  
  • July was challenging for investors in Asia and Emerging markets.
  • The worst performing equity market was China, which suffered a sharp and broad-based correction amid an intensified regulatory crackdown on the internet sector. 
  • Thankfully, our fund was positioned to shield us from the worst of outcomes.


Past performance is no guarantee of future performance. This is a marketing communication. 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. Information on the rights of investors can be found here.

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