The election of Shinzō Abe as Japanese prime minister could be the catalyst for the region to outperform after years of flagging returns, prompting asset allocators to review their underweight exposure to the country.
Schroders has launched a renminbi bond fund for new recruit Rajeev De Mello, who joined from Western Asset Management last year.
The completion of the current leadership transition in China is key to China and the global economy and should bring relief to the Chinese equity markets.
Japan's economy has shrunk by 3.5% on an annualised basis, following a sharp decline in exports to key markets like China.
Polar Capital is set to launch a highly concentrated Japan Alpha product for ex-Schroders manager Gerard Cawley.
Investors attracted to Japanese government bonds (JGBs) should think twice before buying because of the risk of price deterioration in the coming years, warns the Stonehage Group.