Steve Davies, manager of the £1.7bn Jupiter UK Growth fund, has been looking for alternative ways to access the consumer growth story in emerging markets, despite the recent sell-off, by adding to exposure outside the UK.
Davies (pictured) said he is still favouring the emerging markets consumer through his UK positions but has been adding to positions outside of the FTSE to gain exposure to the growing trend. The stocks...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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