China has improved in last 18 months
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
Korea performed well
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Rising female employment rate
The issues facing Japan with respect to its ageing population are well documented.
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
Panic over EMs not matched by those on the ground
John Redwood, chief global strategist at Charles Stanley, challenges investor preconceptions about investing in Australia.
Facing anaemic growth
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Political stability crucial
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
The top and bottom sectors, funds and stockmarkets of the quarter
Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.
Inflows into US passives of $505bn in 2016
Managers: 'The global outlook is improving, with recent economic data in Asia surprising positively'
Views from IW Asia Briefing
Increased US-China tension
Helped by currency movements
Reform a 'gargantuan' task
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...