Asia

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.

ON ASIA PACIFIC EX JAPAN

Polar Capital is set to launch a highly concentrated Japan Alpha product for ex-Schroders manager Gerard Cawley.

ASIA

JAPAN

ON JAPAN

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.

China should attack the Japanese bond markets and cause a full-scale funding crisis, unless the latter nation reverses a decision to nationalise the Senkaku/Diaoyu islands, a senior advisor to the Chinese government said.

The Bank of Japan has followed the Federal Reserve and European Central Bank by extending its QE programme by 10trn yen.