Capital growth investment opportunities in Europe, Japan, Asia and Emerging Markets

DirectorsTalk funds publishes the latest market insights, news and exclusive research and interviews for a wide variety of listed investment companies on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund to access more news, portfolio manager interviews, research, monthly factsheets, financial reports and trading data. Latest market news:

Fidelity Asian Values Plc (LON:FAS) is an investment trust that provides shareholders with a differentiated equity exposure to Asian Markets.

Fidelity Asian Values plc impresses with positive annual returns and Asia growth opportunities (LON:FAS)

JPMorgan European Discovery Trust plc (LON:JEDT) is an investment trust company. The Investment Trust JEDT objective is to achieve capital growth from a portfolio of quoted smaller companies in Europe, excluding the United Kingdom.

European growth stock JEDT – insurance, pharma and electronics helped August performance

Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies, both listed and unlisted

Fidelity FEML investment trust confident seizing emerging market opportunities

JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI / JSGI.L), targets Japan income without compromising on Japanese growth opportunities. This Japan fund is an income investing opportunity that gives investors access to a diverse and fast growing sector managed by local managers

Japan investment opportunity – Japan economy to surge on border opening (LON:JSGI)

Real Estate Credit Investments (LON:RECI) is a closed-ended investment company and specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.

RECI remains a reliable high dividend income stock with 8.9% yield at 30 September 2022

BlackRock Latin American Investment Trust plc (LON:BRLA) aims to secure long-term capital growth and an attractive total return primarily through investing in quoted securities in Latin America.

BlackRock Latin American Investment Trust NAV outperforms MSCI EM Latin America Index

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Written by: Giles

Find more news, interviews, share price & company profile here for:
Real Estate Credit Investments Limited
JPMorgan European Discovery Trust JEDT
JPMorgan Japan Small Cap Growth & Income JSGI
Fidelity Asian Values Plc
Fidelity Emerging Markets
BlackRock Latin American Investment Trust plc

Latest Company News

Fidelity Emerging Markets shareholders to benefit on repurchase of Strathclyde’s holding

Fidelity Emerging Markets Limited has agreed a conditional share repurchase deal with Strathclyde Pension Fund for its entire 25.7% holding, subject to shareholder approval. The £NAV-discounted repurchase is expected to complete in November 2025, cancelling 16.4m shares and delivering an estimated 4% uplift to NAV per share for ongoing shareholders.

Fidelity Asian Values reports 17% share price rise over 12 months

The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted.

Fidelity Emerging Markets Limited Factsheet: share price continues rise in July

Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive.

Fidelity favours investing in Chinese small and mid-cap companies (LON:FAS)

Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps.

Emerging markets investment opportunities and why invest now?

Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions.

Real Estate Credit Investments delivers £34.5m loan repayments and stable NAV

Real Estate Credit Investments posted a NAV of 143.7p per share as at 31 July 2025, with a diversified portfolio of 22 investments valued at £301.2m. During the month, two senior loans repaid in full, realising gross proceeds of £34.5m at unlevered IRRs of 8.1% and 9.3%