Asia

Lawrence Gosling talks to LGIM Asian Income trust manager Paul Hilsley about how his fund is positioned to benefit from the evolving dividend story in the region.

Further yen weakness has helped Japan's Nikkei 225 index pass the 19,000 mark for the first time since 2000.

Roderick Snell, manager of the Baillie Gifford Pacific fund, analyses why out of the entire emerging market universe, only a handful of Asian economies have managed to produce sustainable real GDP growth rates of more than 6%.

How far would yen have to fall?

Wealth managers are reducing their exposure to hedged share classes in their Japanese fund holdings, in the belief that further yen depreciation now looks less likely.

There are plenty of mispriced contrarian investment ideas in Japan, writes Eastspring Investments' Dean Cashman.

China's global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at...

Can Hermes challenge First State and Aberdeen?

From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.

Japan came out of a recession last year after two consecutive quarters of negative growth.