Emerging Markets with JPMorgan: Fair Value but Still an Opportunity21 . 03 . 2019
In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Richard Titherington, the CIO of Emerging Markets at JPMorgan Asset Management. No surprises then, that the conversation covers the fortunes for the asset class, attempting to uncover where the best opportunities lie, as well as the risks. The debate covers a lot ground with comments on the Chinese economic plan, trade tensions, the dollar, the rise of EM Internet Giants, Samsung and more.