Withdrawal of QE could cause 'considerable fallout'
Panic over EMs not matched by those on the ground
Corporate backdrop favourable
'Markets should like this'
Facing anaemic growth
Second value fund
World's third-largest economy
Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.
Political stability crucial
Confidence in the Abe administration
Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.
Dividends and buybacks set to reach ¥18trn in 2017
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
'Still fair way to go'
Value for long-term investors
Former co-manager Parks focuses on overseeing range
New small-cap index launched
John Redwood, chief strategist at Charles Stanley, does not expect either the Chinese economy or Chinese politics to derail the global recovery this year.
James Hart, investment director for Witan Investment Services, has identified Asian areas of interest where the £1.7bn Witan and £194m Witan Pacific investment trusts have recently increased their exposure including Korea, Singapore and Japan.
Risk of Abe resigning
Due to 'strong interest' from investors
Corporate profits rebounding