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Surviving the China-US Tech War: The EM Small Cap Advantage

  • Stephen Lew
13 Nov 2019
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View PDF   Download PDF  

Stephen Lew, Fund Manager of JOHCM Emerging Small Cap Fund, discusses how emerging market small cap companies are expected to be the early and primary beneficiaries of China's technology localization efforts in response to ongoing China-US Tech War.

Disclaimer

The views expressed are those of the portfolio manager as of November 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of  future events, a guarantee of future results, or investment advice.
 

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