Return to: Investor | Country
Press release
21 May 2019 | By Nick Payne

Don’t write off Asian tech

Nick Payne, head of global emerging markets, Merian Global Investors believes there are still investment opportunities in Asian tech.

  469 viewed

The escalation of the trade war with the blacklisting of Huawei by the US will have a disruptive impact on global technology supply chains. In the near term, there will be a degree of pain for a number of global semiconductor players who currently supply Huawei; however, in the long run we believe that a few key Asian manufacturers will benefit as consumer demand changes. In our view, companies that have both limited exposure to Huawei and the potential to see a boost in end demand are likely to outperform; Samsung Electronics is one such firm.

Next article:
Greece: Electorate takes a turn to the right

08 Jul 2019 | By Nicholas Wall

Nick Wall, co-manager of the Merian Strategic Absolute Return Bond Fund considers the economic implication of New Democracy’s win in the 2019 Greek election.

Read More
16 Mar 2020 | By Delphine Arrighi
Market Minutes – coronavirus special: emerging market debt

As 2019 drew to a close, the outlook for emerging market debt investors looked remarkably positive. Then, over a matter of just weeks, investors we...

06 Mar 2020 | By Delphine Arrighi
Coronavirus: reasons to expect recovery in EM hard currency debt

Despite the coronavirus crisis, emerging market hard currency debt has performed resiliently. This is why.