The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
Tag: Samir Mehta
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Four perspectives: Samir Mehta
The second perspective is from Samir Mehta, senior fund manager at J O Hambro Capital Management, who’s presentation at the Forum was titled “The US dollar, credit excesses, Asian equities and well-managed businesses”
