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)
Fidelity European Trust PLC (LON:FEV)
JPMorgan European Discovery Trust plc (LON:JEDT)
JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI)
Fidelity Emerging Markets Limited (LON:FEML)
BlackRock Throgmorton Trust plc (LON:THRG)
The Diverse Income Trust plc (LON:DIVI)
