With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.
Focus on particular economic data points misses the extent of the change in China's economy in recent years.
Country's economy moved back into deflation last month.
India's equity markets have suffered in recent months as Prime Minister Modi's reformist agenda continues to hit political roadblocks, but could upcoming state elections lead to a breakthrough?
Corporates have already been through 'fire and brimstone'
Cary Yeung, head of greater China debt at Pictet Asset Management, analyses what the recent turmoil in Chinese markets means for the onshore bond sector
Ooi Boon Peng, chief investment officer, fixed income at Eastspring Investments, looks at how last month's devaluation of the renminbi is spilling over into other Asian bond markets