Asia

S&P SECTOR WATCH: JAPAN

THE ALCHEMIST

Ecclesiastical's Robin Hepworth has been adding Japan exposure to Amity International on the belief stock markets are due to recover from years of underperformance.

ASIA

Gartmore's John Stewart has turned to defensive stocks and opened up short positions in cyclical sectors within the Japan Absolute Return fund following the market's poor performance.

Barings' SooHai Lim has increased his weighting to Indonesia believing the country's strong growth since becoming a democracy is set to continue.

JAPAN

JAPAN

COLLINGS' CORNER

Henderson chief economist Simon Ward believes the yen, rather than the US dollar, could be the big winner from a loss of confidence in the euro.