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.
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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