Asia

Goldman Sachs Asset Management chairman Jim O'Neill looks back over a week of mixed economic indicators from two of the world's leading powerhouse nations.

Darwin Investment Managers' David Jane tackles the thorny question of China, and asks whether a gentle slowdown could really become a bumpy landing.

M&A activity among small- and mid-cap stocks in the Japanese market could lead to a long-term rally in equities, according to JO Hambro Capital Management's Ruth Nash.

ON JAPAN

Fidelity‘s Allan Liu has said performance on the £2bn South East Asia fund has been hit by exposure to mid-cap stocks.

China is looking at relaxing rules for foreign investment in its financial markets in a bid to stimulate its domestic economy.

Tom Naughton (pictured), manager of the Prusik Asian Equity Income fund, outlines five lesser known equities offering a high dividend yield, which are largely immune from the macro uncertainties plaguing developed markets.

ON EMs

The positive impact of China's rate cut was dampened overnight in Asian and US markets as Ben Bernanke failed to clarify the Fed's policy approach in a speech yesterday.

Pictet Asset Management's Adrian Hickey, head of Japanese equities, highlights five attractively valued small-cap stocks set to benefit from the nation's post-earthquake reconstruction spend.