Fidelity's Anthony Bolton has warned Chinese GDP growth will come in at around 7.5% this year, undershooting consensus forecasts for growth of between 8% and 8.5%.
Owning gilts has made the single largest contribution to recent performance of the £761m Miton Special Situations fund, and there is more money to be made in the asset class, said manager Martin Gray.
Prusik IM founder Heather Manners has bought into Vietnam for the first time in her funds' history in the view stocks are trading on Asian crisis-level valuations and could double from here.
Invesco Perpetual's Paul Chesson has admitted to some "errors of judgement" which have caused his £289m Japan fund to underperform for the past 18 months.
Henderson's Japanese fund manager Michael Wood-Martin outlines why he believes Japan is set for a recovery in 2012.
Asia fund managers have mixed views on the timing of buying opportunities in China despite a consensus view inflation has peaked, according to Standard & Poor's.