Asia

Kunal Desai, head of Indian equities, Neptune

Kunal Desai, head of Indian equities at Neptune, discusses his expectations for the Indian market and highlights the key indicators he is watching for 2015

After a recent trip to Japan, Jupiter's Simon Somerville, manager of the Japan Income fund, considers the outlook for corporate profitability, and how the country has changed four years on from the Tohoku earthquake and tsunami.

Reform agenda

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.