Why this fund manager is no longer investing in China, December 2022

Jason Pidcock, manager of the Jupiter Asian Income fund, gives a forthright explanation as to why the fund has a zero weighting in Chinese stocks and how that has helped boost returns in an area that has largely underperformed in the last 12 months. He comments on being overweight Australia and why he’s not put off by their additional taxes, tell us why Asia offers a compelling valuations story for equity income investors to diversify their portfolios, and wraps up with details on two of his favourite stocks at the moment, one long-term holding Hon Hai in Taiwan and a new addition to the fund, HDFC Bank in India.

Published on 03/01/2023 9:43am