Asian market offering good mid and small company opportunities

Asia

This week's Conjecture examines the state of play in Asia and asks whether a bubble is forming in the region - and in China in particular

While comparing the Chinese government's approach to its economy to flying a plane without any controls, Schroders' Matthew Dobbs and Invesco Perpetual's Stuart Parks remain upbeat on the Asian markets as a whole. Putting a western gloss on the interest rate rise in China is pointless, as the impact of the increase is different to the way in which western markets typically respond, and being aware of these differences is key to investing in the region. While some commentators believe a bubble is forming in Asia, and in China particularly, both believe that while China is one to watch, ...