The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
![](https://s34456.pcdn.co/wp-content/uploads/2020/04/Samir-Metha-640x360.jpg.optimal.jpg)
The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
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”
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