Jpmorgan Emerging Market... Share Discussion Threads

[halfpenny] 08/2/2021 10:04

JMG IS NOW TOO TOPPY SO PULLBACK DUE SOON.

[zxie] 20/1/2021 09:51

https://www.jpmorgan.com/solutions/cib/insights/health-care-conference

[loganair] 05/12/2020 14:54

JPMorgan Emerging Markets: The two big beasts of this sector, the £1.4bn JPMorgan Emerging Markets (JMG) and £2bn Templeton Emerging Markets (TEM), have been slugging it out but despite a concerted effort by Chetan Sehgal and Andrew Ness at Franklin Templeton, who took over the latter in 2018, it is JMG’s Austin Forey who has come out on top for a second year. Forey, who has managed JMG since 1994, grew the trust’s portfolio by 25.9% in the three years to August, which against the performance of the MSCI Emerging Markets index gives it a credible 1.24 information ratio that puts runner-up Templeton and a dozen other contenders in the shade. JMG’s returns have spiked in the past 18 months, with its long-term, low turnover backing of stocks with high returns on equity putting it in some of the technology and internet names that have prospered during this year’s lockdowns. It should all bode well for the company when shareholders meet later this month for its triennial continuation vote.

[sllab101] 06/11/2020 11:49

Jonwig, Thank you.

[jonwig] 06/11/2020 11:29

https://www.investegate.co.uk/jpmorgan-emerg-mkts--jmg-/rns/share-split/202011041237252678E/

[sllab101] 06/11/2020 11:27

Hi Taylor, are you 100% about the split being 10 to 1 TIA sllab

[taylor20] 06/11/2020 09:54

Share split 10 for 1

[steveo21] 06/11/2020 09:39

Value today seems to have vanished! Fat Finger Freddy??

[loganair] 25/8/2020 08:24

Looking at the rankings above, this is why Botswana's currency is and has been the strongest in Southern Africa and most probably the strongest in the whole of Africa.

[jfinvestments] 25/8/2020 08:15

Can see this passing through £11 soon and being about £11.50 before long. Solid top 10.

[jonwig] 11/5/2020 08:29

Research note today: https://www.trustintelligence.co.uk/investor/articles/jpmorgan-emerging-markets-retail-may-2020

[jonwig] 11/5/2020 06:10

From the Economist a week ago. Some of the bottom ones are a bit surprising. JMG's main country exposures are at 10, 18, 2, 47, 30.

[hazl] 07/4/2020 07:23

Pleased to see this bounce back...

[hazl] 30/3/2020 15:43

jonwig....thanks for your quick response and reminder.

[jonwig] 30/3/2020 11:31

hazl - JMG's asset allocation is pretty concentrated: China 53%, India 20%, Taiwan 10%, ... Countries mentioned in the article don't figure except for Indonesia 4.3%. It does indicate a problem, though.

[hazl] 30/3/2020 10:52

https://uk.advfn.com/stock-market/stock-news/82111044/hidden-chinese-lending-puts-emerging-market-econom hmm

[hazl] 20/3/2020 08:41

Pleased to see a bit of a bounce back.

[hazl] 13/3/2020 13:49

more director purchases

[jonwig] 11/3/2020 15:59

The discretionary broker who handles some of our funds has been adding to these this week. The dollar index weakness, I think.

[hazl] 11/3/2020 15:43

And a director buy.

[hazl] 11/3/2020 15:41

Good NAV for now.

[hazl] 11/3/2020 08:08

Picked up a few yesterday.

[woracle] 17/10/2019 16:51

Your EM stocks may have done well this year but in relative terms, US stocks have done twice as well. Dont take my word for it, the YTD performance figures for all IA sectors are easily available in the public domain. Trustnet or morningstar are invaluable in that respect.