Which funds are best placed for a bounce-back in Asia?

Which funds are best placed for a bounce-back in Asia?

Stewart Smith of Rayner Spencer Mills Research picks his preferred funds to ride a new wave of outperformance in the Asia Pacific region.

Asia Pacific equity markets have not been immune to the recent volatility seen within global equity markets, and there are still performance differentials between the various individual markets. For example, as measured by the relevant MSCI indices, the Indian equity market has risen close to 28% over the past six months, the Chinese equity market has risen over 20% in the same period, but the Australian equity market has risen just a little over 3%. This has had a major influence on the relative performance of the funds within the IMA sector. There are a number of evolutions that ...