18 March 2022
Chinese ADR Listings – Last Year’s News

Chinese ADRs and H shares have taken a beating due to business regulation and inflationary concerns derating valuations on growth stocks. However, over the same period A shares have been more robust. In the attached, Mark Martyrossian looks at why this is.

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17 March 2022
European stocks: where are we now post the Russian Invasion of Ukraine?

In the attached, Sharon Bentley-Hamlyn talks about how her companies are set up to deal with ever-changing scenarios such as the current invasion of Ukraine. She also describes what happened to European equities last time there was a war in Europe.

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9 March 2022
The Russian Bear Trap

Mark Martyrossian looks at the recent sanctions imposed on Russia and their impact on exposure to Russian equities.

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4 March 2022
The Impact of Russian Aggression on EM Equities

Uncertainty over the outcome of the Ukraine invasion and how long the conflict lasts throws up many unknowns for investors. However, in the attached we discuss a number of factors which you should be bearing in mind when contemplating your EM exposure.

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17 February 2022
Video: China – seeing past the negative sentiment

Rob Brewis sits down to discuss Chinese valuations, business regulation, the property sector and the economy.

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17 February 2022
Podcast: India and China Investing with Rob Brewis

Rob Brewis discusses the Indian and Chinese markets, and why Emerging Markets are such an attractive investment opportunity.

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15 February 2022
A Blessing in India

Unicorns are becoming more and more common in India presenting a wealth of opportunity for the discerning investor as they become available in public markets. In the attached, John Ewart provides some insight into how he picks the right ones out of the herd.

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10 February 2022
European Growth vs. Value Part 2

The resurgence of Growth stocks at the expense of their Value counterparts has been savage. In the attached we summarise the discussions we have had with investors trying to decide how best to get their European portfolios in the best shape to meet the challenges ahead.

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