Asia

With the Chinese economy showing signs of stabilisation after rounds of monetary easing and fiscal stimulus, what does the remainder of 2016 hold for the country, asks Wells Fargo's Anthony Cragg.

Investors unconvinced

Takes over in June

Negative rates a concern for banking sector

Global commodity slump also weakens outlook

Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.

It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...

Consumer confidence improving

Inflation below target and rates at negative