Singapore, Korea, Malaysia. Where are managers finding the best Asian opportunities?

Where are the best Asian opps?

The impact of China's slowing growth on the wider Asia region continues to worry investors in 2015. Yet pockets of opportunity have appeared recently, as the continued decline in the oil price boosts importers. Here, fund managers tell Investment Week about their favoured stocks, countries and contrarian plays.

Rob Morgan, investment analyst, Charles Stanley Direct Singapore Although company earnings across Asia have been stagnating, the oil price decline may have a positive impact on certain areas. Oil is a significant cost for many industries and the recent dramatic fall is already translating to improved profit margins. Gradually this could feed through to dividends so I am optimistic about some higher-yielding pockets in Asia including Singapore and China. The trend of political reform is also an important one, with India and Indonesia set to make good progress, helped along by lower e...