Asian Equities: Opportunity for Growth in China and Japan

In this latest series of interviews, our investment experts provide their outlook for the Chinese and Japanese equity markets and the opportunities that lie within.


Lilian Co discusses the Fund’s major positive contributors, its increased exposure to China banks, the significance of consumer discretionary and Chinese stock classification. Interview recorded 19/06/2018.


Yutaka Uda discusses key growth areas for the Japanese economy and where he sees value in the short and long term. Interview recorded 08/06/2018.


Mitsuhiro Yuasa discusses company ownership, which sectors and stocks benefit most from the profitability of Japanese companies, labour shortage and Japan’s productivity. Interview recorded 29/05/2018.

 


Fund Enquiries

If you require any additional information, please contact:

Adam Turberville
Head of Client Relations
+44 1481 722 322
funds@eisturdza.com

 

 

 

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Disclaimer: This video is for Professional Investors Only.

The views and statements contained herein are those of LBN Advisers Limited in their capacity as Investment Adviser to the EI Sturdza Strategic China Panda Fund as of 19/06/2018 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by LBN Advisers Limited are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although LBN Advisers Limited believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

The views and statements contained herein are those of Rheos Capital Works Inc. in their capacity as Investment Adviser to the EI Sturdza Strategic Japan Opportunities Fund as of 29/05/2018 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by Rheos Capital Works Inc. are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Rheos Capital Works Inc. believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

The views and statements contained herein are those of Evarich Asset Management in their capacity as Investment Adviser to the Nippon Growth (UCITS) Fund as of 08/06/18 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in Evarich Asset Management’s views and statements are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Evarich Asset Management believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

E.I. Sturdza Funds Plc and its sub-funds, are Irish funds authorized by the Central Bank of Ireland. They are approved to the distribution in Switzerland by Finma. The Swiss representative and paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva / Switzerland. The prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I Sturdza Funds Plc can be obtained, free of charges, at the seat of the Swiss representative. The information contained herein is estimated, unaudited, may be subject to change and reflect the performance of the relevant funds during the period indicated. Any opinions or estimates expressed herein are at the date of preparation and are subject to change without notice. No such opinions or estimates constitute legal, investment, tax or other advice. The value of the funds and the income which may be generated from it can go down as well as up and therefore the investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. Performance data do not take into consideration commissions and costs charged at the time of issuance of the shares. This document is intended for information purposes only and is not intended as an offer or recommendation to buy, sell, or otherwise apply for shares in the funds.

 

Further insights

October 2018

Higher yields - Not necessarily bad for equities

Data reports for the period were solid, showing no particular signs of an economic slowdown. As expected, the Federal Open Market Committee increased the federal funds rate by 25 basis points (to 2-2.25%) after its September meeting. 
October 2018

Work-style reform related bills continue to impact economy

At the beginning of September, the Japanese market continued to decline, decreasing for 7 consecutive days. Natural disasters, such as a typhoon and earthquake hit Japan, detrimentally impacting the economy, which is already being negatively affected by concerns over global trade frictions.