The manager sum’s up the trust’s objectives as he explains that ‘we just want nice little businesses run by ho
Japan’s stockmarket returns have lagged those of the other major economies, but that shouldn’t blind investors to the stock-specific opportunities on offer.
Narendra Modi’s election win has reinforced optimism about the Indian economy’s potential to grow and the efficacy of his reforms. However, investors seeking to benefit will have to be patient.
As we bid farewell to this portfolio, we reflect on the fortunes of a key theme in the portfolio and flag up macro risks that investors will need to keep an eye on.
The brainchild of Xi Jinping, China’s ambitious infrastructure project gives private investors an array of opportunities, argues Gregory Perdon.
Although trusts focused on the Asia Pacific region are likely to be hit by slowing growth, there are still opportunities up for grabs.
The Brics started strongly, but how are they faring? Lionel Kruger examines the five emerging market economies.
The US market looks overcooked, while other developed markets as a whole have been under the weather of late. However, Ceri Jones sees a pocket of opportunity.
Shareholder remuneration has historically been low on the list of priorities for companies in the region.