Schroders manager Nathan Gibbs is bullish on Japan, believing many of its ‘problems' have been misconstrued by the investment industry
Investors return to sector as region's stock markets rebound strongly from sharp falls in financial crisis
Japan is lagging Europe and the West in terms of SRI initiatives. But this is set to change thanks to government intervention, writes Tokio Marine's Kenichi Kubo
China's population could fuel nearly half the country's GDP by 2020, according to Michael Lai, manager of GAM's Greater China Equity hedge fund.
Many market commentators started the year tipping Japan as a contrarian, laggard equity investment for 2010.
The re-emergence of China remains one of the most important and exciting investment themes of our time.
Martin Currie China manager positive on tech and food
If the US - the world's importer of last resort - is going on an export drive, the implications for Asia may be profound, writes Aberdeen's Hugh Young.
J O Hambro Capital Management's Scott McGlashan believes the recovery of Japan's economy and stock market should continue in 2010, especially if the Bank of Japan eases monetary policy.
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%