FEET bought Tencent during Covid sell-off
Overhaul of Baillie Gifford European Growth Trust continues
Assessing their ESG credentials
Companies show coronavirus resilience
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
New markets opening across the world
Feasts from the East
Early year pessimism 'not come to fruition'
Clearing up misconceptions
A quality bias has been the right way to invest in emerging market equities for many decades.
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
'New beginning' after lost decade
Strife ahead of Chinese New Year
Chinese internet companies seen stellar earnings expansion
Amid Brexit concerns
Seeing increasing dispersion
Asian tech sector has structural advantages
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
Baillie Gifford's Slater: Being a long-term investor is a difficult thing to be in this most impatient of industries
Opportunities in unlisted companies
Focus on 2018
Funds with one holding taking up large chunks of the portfolio