Jupiter's Asian Income fund manager Jason Pidcock has removed exposure to countries such as India and Vietnam for the first time in his career, resulting in his largest-ever underweight to emerging markets.
Speaking at the Investment Week Funds to Watch conference, Pidcock said he was "not interested" in Asian emerging markets, despite having run Asian equity funds since 2003. Currently, his £576m Asian...
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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