Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.
Why are foreign investors ignoring the rally?
Robin Geffen, fund Manager & CEO, Neptune
Columbia Threadneedle's Sarah Williams argues the real value in Japan may now lie in stocks which are off the beaten track.
Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.
Polar Capital has seen a drop in assets under management following significant outflows from its range of Japan funds.
Why First State Stewart split is worth a closer look
Prime Minister Shinzo Abe recently announced changes to strip one of Japan's most powerful lobby group - which controls the country's agricultural sector - of certain exclusive powers. What changes are on the horizon to liberalize the country's farming...
There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management