Posted inForum Q&A

VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS

Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.

At FSA’s recent Investment Morning Briefing Bangkok, Nick Payne, head of global emerging markets at Merian Global Investors, argued that the conditions are right for 2019 to prove a strong year for emerging market equities.

In the video, he explains his preference for high quality consumer and new economy stocks, while avoiding sectors vulnerable to a cyclical downturn.

Part of Mark Allen.