Stock market investment analysis UK, Europe, Asia, Japan and Emerging Markets

DirectorsTalk presents investment analysis for a selection of investment trusts in the UK, Asia, Japan, Emerging Markets and Europe in a roundup of recent articles and interviews.

Fidelity compares India and China stock valuations; analyses the strong investment case for emerging markets and in another article, whether the so-called European Granolas offer better value than the ‘Magnificent 7’ in the US.

JPMorgan examines the positive market outlook in a reflationary Japan and how European equities are trading at an ‘extreme discount’ to US equities. JPM notes that the European equity market can now offer comparable levels of quality and growth potential to the US.

Both BlackRock and Premier Miton Investors highlight the promising outlook for UK small and mid-cap equities and we take a closer look at what’s driving the recent FTSE100 share price rises in an interview with fund manager Gervais Williams.

Fidelity Asian Values PLC (LON:FAS)

India versus China stock market performance and valuations: examining the gulf

Fidelity European Trust PLC (LON:FEV)

Do Europe’s ‘Granolas’ offer better value than the ‘Magnificent 7’?

JPMorgan European Discovery Trust plc (LON:JEDT)

European equities trade at extreme discount versus US stocks, says JPM

JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI)

JPMorgan Japan Small Cap Growth & Income: Manager Commentary April 2024

Fidelity Emerging Markets Limited (LON:FEML)

Why invest in Fidelity Emerging Markets? Q&A with Heather Manners FEML Chair

BlackRock Throgmorton Trust plc (LON:THRG)

BlackRock Throgmorton Trust’s strategic approach to UK small and mid-cap equity growth

The Diverse Income Trust plc (LON:DIVI)

UK Market Poised for Growth: Gervais Williams Discusses Surge in FTSE 100 and Promising Outlook for Small and Mid-Cap Equities (VIDEO)

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You might also enjoy reading JPMorgan European Discovery Trust outperforms benchmark with 2.9% NAV return in FY25

Written by: Ethan Davis

Find more news, interviews, share price & company profile here for:
Fidelity European Trust
JPMorgan European Discovery Trust JEDT
JPMorgan Japan Small Cap Growth & Income JSGI
Diverse Income Trust
Fidelity Asian Values Plc
Fidelity Emerging Markets

Latest Company News

Fidelity Asian Values significantly outperforms its index over 1 year (LON:FAS)

Over the 12 months to 30 June 2025, the Trust’s NAV rose 4.9%, outperforming its reference index which fell 0.1%, while the share price gained 6.9%. Stock selection was the key driver, with contrarian positions in China and Australia and picks in materials and consumer staples adding value, though an overweight in Indonesian small caps detracted.

Emerging Markets investment trust highly attractive as markets outperform (LON:FEML)

Emerging markets posted positive returns in June, outperforming developed markets after a ceasefire eased Middle East tensions and progress on a US–China tariff framework. The portfolio outperformed its index, led by gains from the short book and stock selection in consumer discretionary, IT and consumer services.

16.7% YTD return hails Fidelity European Trust’s strong credentials

Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies.

JPMorgan European Discovery Trust to host manager webinar today

Portfolio managers Jack Featherby and Jules Bloch will present an update on Europe’s economic upswing, portfolio enhancements and recent performance on Monday 21 July 2025 at 3:00 pm BST, followed by an online Q&A.

Fidelity Asian Values gains on significant China exposure (LON: FAS)

The Trust’s NAV rose by 1.8% for the 12 months to 31 May 2025, outperforming its reference index, which declined 0.6%. Strong stock selection, particularly in China, materials, and technology, contributed to gains, while overweight positions in Indonesian small caps detracted.

Emerging markets fund FEML rises on trade and AI optimism

Fidelity Emerging Markets gained in May, supported by easing trade tensions and investor enthusiasm for AI. The portfolio outperformed the index, with strong stock picking in materials and consumer discretionary sectors.