Asia

Facing anaemic growth

Second value fund

World's third-largest economy

Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.

There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.

Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.

Political stability crucial

Confidence in the Abe administration

Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.

Dividends and buybacks set to reach ¥18trn in 2017