Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
Too much focus on isolated events
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Will assume full management of Gateway to India fund
Familiarity matters at times of volatility, manager argues
Growing awareness of environmental factors
Concentrated portfolio of 20 to 40 high-quality companies
The four best performing stars to look out for