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.
Related Stories
Promoted Content
-
Unmasking the dividend opportunity
-
Appetite for thematic investments grows amid rates and inflation concerns
-
China’s post-pandemic growth gathers pace
-
The year of living dangerously for income investors
-
Driving decarbonisation: how to access new forms of alpha
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Accessing India’s tech future
-
M&G Episode Macro shines after tough year
-
Don’t get left behind in fixed income
-
China bonds: plugging the yield gap
FSA SPY
The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
