Maria Merricks examines the concerns surrounding China and India and looks at prospects for some of their emerging neighbours.
China and India have long been the darlings of the Asian emerging markets story. However, lately negative headlines have surrounded these economies. Inflationary pressures are causing concern, and fears of a Chinese property bubble are adding to the noise. Considering the compelling Asian growth story, is it time for investors to look for opportunities elsewhere in the region? While managers say yes, they also agree China, in particular, should not be overlooked. Ewan Thompson, manager of Neptune's Asia Pacific Opportunities fund, says the aggressive measures the government and centra...
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