Asia

Focus on high conviction ideas

Seek to benefit from Asian growth

Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.

Toshihiko Takamoto, head of investment and senior portfolio manager of DIAM Singapore, takes a closer look at prospects for India, Malaysia and the Philippines.

Baillie Gifford has appointed Praveen Kumar as manager of the Shin Nippon trust, replacing John MacDougall who moves to take up another role at the firm.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

Manager left Newton earlier in the year

While it is true Japan's domestic economy remains stagnant with negative real GDP growth for the second quarter 2015 figures, it is important to look beyond the headlines.

Countries in South East Asia have seen widely disparate economic performances in 2015 so far - are politics to blame?

Michael Hasenstab, executive vice president and chief investment officer for Templeton Global Macro Group, gives his assessment of China's true debt levels.