Current volatility represents the best entry point into Asia

Looking beyond the current volatility, investors should be thinking where will the world be in three, five and ten years' time? Which markets will see the most significant changes and developments, and therefore the most growth?

The slowdown in China's economy has undoubtedly caused fears about a slowdown in global growth. In September, however, developed markets such as Japan fell more than Asia, which also outperformed other emerging markets. South Korea and India were among the stronger markets for the month. We are aware of the macro volatility and the risks, and investors should not ignore these. But the long-term growth drivers win out over the short-term noise. Indeed, the current volatility represents an interesting entry point into the growth markets of Asia for bottom-up, conviction-led stockpickers...