Asia

JAPAN ANALYSIS

Outperforming their large-cap brethren, Japan's smaller companies have driven a sector gain of 42.6% over one year with value still to be found

Artemis' William Littlewood has introduced a Japanese equity position into his Strategic Assets fund for the first time as the portfolio reaches £500m of assets in under a year since launch.

Japanese funds dominated returns during the first quarter of the year as the region's equity market begins to bounce back from a disappointing 2009.

Patience and stockpicking key to taking advantage of inefficiency.

Japanese equities the positive in a country with a negative outlook.

The earnings results season for Q3 2009 (October-December 2009) has almost finished.

All politicians strive for the ‘Goldilocks economy', which is neither too hot, nor too cold, but just right, thus allowing for steady economic growth with moderate inflation.

Asian convertibles may not be a traditional option for UK investors but they could be the best way to play Asia in the likely volatile markets of 2010, writes Kurt Fisch

Boutique managers feel crisis exposed a lot of scepticism over financial instruments