Unlike some of his peers, Edmund Harriss, manager of Guinness Asian Equity Income, is sticking to his guns on China. He outlines the concerns around China, but explains that having a third of his fund invested in the country is possibly the best long-term opportunity in his portfolio at the moment due to valuations for the market being at their lowest level for more than a decade.
He also tells interactive investor’s collectives editor Kyle Caldwell why the fund has some exposure to US-listed businesses, why only a small amount is held in India, and how the way in which he invests seeks to smooth the ride for adventurous investors investing in Asia.
Guinness Asian Equity Income is a member of ii’s Super 60 list of fund ideas.
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25 июл 2024
