Strong balance sheets key to Asian growth

Newton Asian Income manager Jason Pidcock discusses his expectations for the region's markets in 2010 with Asset TV's Mark Colegate

After a strong rise by markets in 2009, Newton’s Asian Income manager Jason Pidcock warns 2010 might not prove quite so rewarding, even though he expects economic growth to continue apace. Here he discusses the outlook for the region as a provider of income as well as capital returns for 2010 and beyond Take us through how things have been for your fund in 2009? It has been an interesting 12 months. The year started quite weak but then since February/March the markets were very strong and Asia has led the way. Emerging markets generally have done quite well but it has been a particul...