Article

Invesco Asia Trust plc: Q2 update

22 July 2021
Ian Hargreaves
Ian Hargreaves
Co-Head of Asian and Emerging Markets Equities
Invesco Asia Trust plc: quarterly update

Our Henley Asia team provide a summary of the key drivers behind Q2 performance, attribution and positioning, as well as a discussion of some of the important themes that have kept them busy over the last 3 months. This quarter they cover:

  • whether the shift in sentiment against some of the Chinese internet companies has gone too far
  • why we still feel it makes sense to maintain a ‘barbell’ approach in the portfolio
  • what to make of supply chain disruptions
Read the update here

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