Asia

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%

Japan Growth fund to redenominate allowing shares to be included in FTSE All Share

Marlborough's Jeffrey Lum says the technology sector can offer handsome returns for investors

Schroders manager uses awareness of relative value to negotiate extreme market moves

The Japanese market has been a laggard in the broad equity market recovery that began in March last year.

Part two of a Conjecture discussion on opportunities in DPJ-run Japan

A mid-cycle correction, which we anticipated for Q2 2010, may have already started and there is good reason for us to advise a more cautious approach within the Pacific Basin.

JPMorgan says Chinese market volatility is creating attractive entry points for investors.