Positive trend in China due to the productivity boom in private sector

Despite volatility Asia proves to be one of the global markets to watch

This week's Conjecture focuses on the Asia Pacific excluding Japan region. Taking part in the debate were Ewan Markson-Brown, alternate manager on the Newton Oriental and Newton Asian Income funds, and Henry Chan, director of the Asian investment team at Baring Asset Management. What are your views on recent volatility in Asia? Ewan Markson-Brown (EM): The volatility within China was largely policy driven. The Chinese are worried about the continued appreciation of the stock market and believe that if it carried on going up, it could create a bubble in longer term. However, the stock m...