Asia: Look through the noise and avoid reacting to every market move

Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity

It is easy for investors to get caught up in short-term concerns, especially in the midst of reactionary panic around the recent rout in Chinese equities and the subsequent Asia-wide sell-off. Following the sell-off, valuations have come down to levels that may be of interest to investors with longer-term time horizons. This is not to say that there is no downside risk from here, there may well be, however the risk/reward trade off has now become more attractive. Against a turbulent market backdrop, it can be rewarding to focus on the underlying long-term opportunities in front of bus...