Podcast: Is it time to return to emerging markets?

The growth story in emerging market is still compelling despite recent volatility, says Jupiter emerging market fund manager Jason Pidcock, who talks to investment reporter Valentina Romeo about his views on the region.

Pidcock, who has been investing in emerging markets for more than 20 years, says worries about China and its economic slowdown will remain but some areas of the country will continue their fast growth, such as in tourism.

The former Newton Investment Management fund manager is launching his Asian Income fund this month, says he will focus on key countries such as Australia and the Philippines.

Looking at the potential risks to emerging markets of a Brexit occurring, Pidcock says he has no concerns about the UK’s growth rate whatever the outcome of the referendum and says Asian companies should not be worried about trading with the UK.