Asia

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.

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