Manager favours South African consumer stocks and Asian/Central Europe financials
J.P. Morgan’s Emerging Markets Alpha Plus fund manager Ashraf El Ansary has halved exposure to IT stocks to 10%, after recent strong gains from the sector. El Ansary, who took over management of the...
According to analysis from Trendrating
Follows disappointing earnings
May miss Williams & Glyn sell-off deadline
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
AGM held earlier today