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.
Billionaire investor Warren Buffett has appeared on Chinese state television signing a song as part of the country's new year celebrations.
Peter Elston has taken on the newly-created role of head of Asia Pacific strategy and asset allocation on Hugh Young's Singapore-based team.