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Comgest

Jasmine Kang, analyst and portfolio manager Asian equities at Comgest. Photo: Comgest.
30 May 2022

Comgest’s Kang: China sees turmoil as an opportunity

Jasmine Kang, Hong Kong-based portfolio manager at Comgest, recently visited...
Pierre Lamelin, Comgest Growth Europe fund
13 December 2021

Comgest: value and growth are not incompatible

Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding...
Lodewijk van der Kroft, Comgest
25 October 2021

Japan: Abenomics won’t be discontinued

In the run-up to the Japanese elections later this month, Prime Minister Fumio...
09 April 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns and the announcement...
03 November 2020

‘Investors can benefit from Chinese switch to gas'

Investors in Asia cannot ignore the large technology stocks, according to David...
Japan
27 May 2020

‘Return of domestic investors to trigger Japan rally’

The return of private Japanese investors to the stock market could trigger a...
22 April 2020

'Lack of guidance requires top-down approach'

The earnings season has started in Europe. But it's a rather strange one. 'All...
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