Japan's credit rating has been cut to ‘negative' by Moody's on debt level concerns.
William Littlewood, manager of the £798m Artemis Strategic Assets fund, explains why he is bearish on Japanese bonds but favours Asian currencies, and why he is not buying miners.
Artemis' William Littlewood is running a "significant" short on Japanese government bonds in the view they will be damaged by Japan's high public debt.
Swiss & Global has launched a fund investing in the emerging economies of China, India and Indonesia.
Dalton Strategic Partnership's global head of asset allocation Andrew Dalton is seeing value in out-of-favour Japanese equities and predicts this year they could perform as strongly as in 2005.
Fidelity's veteran manager Anthony Bolton has hit back at Aberdeen's head of equities Hugh Young, who says he is struggling to find quality, well-run companies on the Chinese mainland.