Baring Asset Management's multi-asset team has boosted its weighting to emerging Asia for the first time in years, at the expense of Japanese equities, encouraged by China engaging in monetary and fiscal stimulus and a weakening US dollar.
Marino Valensise (pictured), head of the Barings' multi-asset group that manages £5.7bn in global multi-asset strategies, said emerging Asia has been upgraded from a neutral to preferred asset class, but...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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