Focusing on the Asia Pacific region, Emma Lewis and Khiem Do assess the relative strengths of India, China and other Asian markets
This week's Conjecture debate focuses on the Asia Pacific region with Linda Jane Coffin, head of ratings at Standard and Poor's Fund Research, taking the chair on behalf of Investment Week. Joining her were Emma Lewis, senior portfolio manager, Lincoln Far East Trust, managed by Mondrian Investment Partners and Khiem Do, head of Asia Multi Assets at Baring Asset Management in Hong Kong. How do you feel about the Asian markets currently? Are things likely to be uncertain for a while, or is the worst over? EL: As a fund manager I look for value, so I am not entirely surprised that we ...
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