Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Joined BennBridge to set up Tellworth last year
China is preparing to start celebrating the Chinese New Year on February 16. Along with being the year of the dog, 2018 might also be the year that innovative Chinese smaller companies come into their own, according to Tiffany Hsiao, Portfolio Manager...
Under-researched area
MiFID II also a challenge