Asia is striding back onto the map after lost decade

The Debate

Investing in a variety of economies at different levels of development needs careful asset picking, say the experts

This week's Conjecture focuses on the regional outlook for Asia. Taking part were Jade's Stephen Swift, adviser to the Close Finsbury Far East Equity fund, and Jason Pidcock, manager of Newton Oriental and Newton Asian Income. Where are you finding value in Asia in terms of countries and individual sectors? Stephen Swift (SS): One reason Asian markets have been firm since last summer is that growth is broadly strengthening across the region. That momentum is carrying through into the current year and is particularly driven by domestic demand. That is key to an analysis of the region in t...