Author Archives: Matthew Vaight

China: A tale of two economies – will investors find good fortune in the Year of the Dog?

Equities Forum 02/03/2018  

China was one of the best performing emerging markets last year as the stockmarket soared. This result probably surprised many investors who are more familiar with gloomy warnings about the… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Moon landing could be a giant leap for shareholders in South Korea

Equities Forum 25/05/2017  

The election of Moon Jae-in as Korea’s new president is, we think, good news for shareholders in Korean companies, as we expect President Moon to drive further improvements in corporate… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Trumpeting value in EM

Equities Forum 20/12/2016  

Amid all the hysteria about the potential headwinds that the election of Donald Trump as US president will create for emerging markets, I remain resolutely optimistic about their prospects. Up… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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