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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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

JPMorgan European Discovery Trust reports strong performance uplift in latest factsheet

JPMorgan European Discovery Trust reported a 5.37% share price rise in July 2025, outpacing NAV and its benchmark. Year-to-date, the share price is up 34.17%, supported by strong small-cap performance and effective stock selection.

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 European Trust Factsheet – July volatility, Legrand and Bankinter gains

Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index.

Diverse Income Trust reports £257.9m net assets with 4.18% yield

Diverse Income Trust reported net assets of £257.9 million as of 31 July 2025, with a NAV of 109.08p per share and a share price of 104.00p, reflecting a 4.66% discount. The trust, managed by Gervais Williams and Martin Turner, delivered a 19.42% one-year share price total return and maintains a historic yield of 4.18%.