Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
Stocks with innovative business models have done well
State-owned sector an issue
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
Potential for success with third arrow reforms
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.