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.
Harrison became chief exec on 4 April
'Satisfactory' quarter hindered by investment outflows
Has worked with Technical Connection since 1991
Started to add exposure to EMs
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.