Asian equity managers are remaining optimistic on the outlook for China, dismissing investor concerns the country is heading towards a hard landing, despite third quarter GDP growth being the weakest since the financial crisis.
Neptune's George Boyd-Bowman, manager of the Global Income fund, assesses the impact of Abenomics on corporate Japan.
Optimistic on Chinese insurance stocks
Japanese stocks well placed to outperform global markets
A weak yen has raised input prices, which could squeeze company profits, says Michael Lindsell
Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity
Malaysia's stockmarket has been the worst Asian performer year to date, yet earnings per share for listed companies are at the highest level since at least 2006, says Aberdeen's Gerald Ambrose