Hong Kong

For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.

As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.

Plans to expand team’s research resources

A return to safe-haven stocks

Fund brand would compete with UCITS and AIFs

Equities sold off aggressively during 2003 SARS outbreak

Most successful managers take a trip down memory lane

But growth and sentiment set to improve

But opportunity to be found outside of the traditional

Significant discounts emerging