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.

  771 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

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
05 Jun 2020 | By Nick Payne
Three unexpected benefits of the COVID-19 lockdown

Despite the economic damage caused by the lockdown, there are some surprisingly positive side-effects of which investors should be aware.

03 Dec 2018 | By Nick Payne
Has Santa come early for emerging markets?

Nick Payne believes the respite in the Sino-US trade war is an early Christmas gift for emerging market equities.