Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
Asian stockmarkets have had a tough year, culminating in October as trade tensions, a strong US dollar, rising bond yields and weaker Chinese macro data combined to send share prices sharply lower.
INDUSTRY VOICE: For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Baillie Gifford Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving...
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Joining Shanghai and Hong Kong offices
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
'It is not about active or passive'