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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.

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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.

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.

30 Oct 2018 | By Nick Payne
Advantage of Terrain: A guide to spotting winning companies

Companies with sustainable profitability have found ways to benefit from competitive positioning and economic terrain