Navigating the China Syndrome
Par: Fredrik BjellandThe latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
Fredrik manages the equity fund SKAGEN Kon-Tiki.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
The latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With its clear ...
L'historique des rendements ne constitue aucunement une garantie quant aux rendements futurs. Les rendements futurs dépendront, entre autres, de l'évolution des marchés, de la compétence des gérants du fonds, du profil de risque du fonds et des frais de gestion. Le rendement est susceptible de devenir négatif en cas de fluctuations défavorables sur les cours de valeurs.