Speaking on the sidelines of FSA’s Manila Forum 2015, Mehta, who co-manages the JO Hambro Asia ex-Japan Fund, said he believes in the theme of Asian consumption. He noted that consumer-led sectors will benefit as disposable income in Asia grows. In particular, he is optimistic about the internet and the gaming sectors in China and India. Mehta also weighs in on the high valuations of ASEAN stocks and the key risks to his fund in 2016.
FSA Investment Forum Manila: The Asian consumption theme
In a video interview, JO Hambro’s Samir Mehta answers three questions related to Asia ex-Japan equities.
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