30 May 2022 Comgest’s Kang: China sees turmoil as an opportunity Jasmine Kang, Hong Kong-based portfolio manager at Comgest, recently visited...
13 December 2021 Comgest: value and growth are not incompatible Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding...
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...
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...
