Horrible 2022 sees China investors hit a fork in the road
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
|
|
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
|
|
But ‘there is a big difference between growth-at-any price tech and growth tech at a reasonable price’
|
|
Virtuvest is the brainchild of former Sanlam analyst and Carmignac’s Sophia Sednaoui
|
|
Mark Denham and Obe Ejikeme-managed fund targets companies that reinvest for future growth
|
|
Carmignac’s European Leaders manager is trying to limit screen time as markets reel from Covid-19
|
|
French fund house welcomes sales duo with history of working with UK intermediaries
|
|
French group hopes to turn it around after a long period of underperformance
|
|
Fund carries a fee of 10% of benchmark outperformance
|
|
Beijing lowered its growth targets last week as exports recorded their sharpest year-on-year decline in three years
|
|
French financial authorities investigate the firm for tax fraud and money laundering
|
|
Carmignac has hired Mark Denham as head of its European equities team.
|
|