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

investment trusts in the UK, Asia, Japan, Emerging Markets and Europe

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)

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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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.

Fidelity European Trust May Factsheet – European equities moved higher

European equities rose in May amid volatility linked to US trade uncertainty. Fidelity European Trust underperformed the index, mainly due to weak positions in consumer sectors.

JPMorgan European Discovery Trust declares 10.0p final dividend

JPMorgan European Discovery Trust plc plans to distribute a final dividend of 10.0 pence per share, pending shareholder approval at the upcoming AGM.

Fidelity European Trust proposes merger with HET to form £2.1bn trust

Fidelity European Trust PLC and Henderson European Trust have proposed a strategic merger aimed at enhancing market profile and reducing fees for shareholders.

JPMorgan European Discovery Trust outperforms benchmark with 2.9% NAV return in FY25

JPMorgan European Discovery Trust plc revealed its robust final results for the year ending March 31, 2025, showcasing impressive outperformance and growth.

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